The SCO-Linux controversies are a series of legal and public disputes between the
softwarecompany SCO Group(SCO) and various Linuxvendors and users. The SCO Group alleges that its license agreements with IBM means that source codethat IBM wrote and donated to be incorporated into Linux was added in violation of SCO's contractual rights. Members of the Linux community disagree with SCO's claims; IBM, Novelland Red Hathave ongoing claims against SCO.
August 10, 2007a federal district court judge in "SCO v. Novell" ruled that Novell, not the SCO Group, is the rightful owner of the copyrights covering the Unix operating system. The court also ruled that "SCO is obligated to recognize Novell's waiver of SCO's claims against IBM and Sequent". After the ruling Novell announced they have no interest in suing people over Unix and stated "We don't believe there is Unix in Linux". [http://sco.tuxrocks.com/Docs/Novell/Novell-377.pdf MEMORANDUM DECISION AND ORDER Civil Case No. 2:04CV139DAK] ] [cite news | last= Montalbano |first= Elizabeth | url=http://www.pcworld.com/article/id,135959-c,unix/article.html | title= Novell Won't Pursue Unix Copyrights| publisher = PC World | date= 2007-08-15| accessdate= 2007-09-04] cite web|title=Judge Says Unix Copyrights Rightfully Belong to Novell |publisher = New York Times|date = 2007-08-11| url = http://www.nytimes.com/2007/08/11/technology/11novell.html | accessdate= 2007-08-15] cite web|title=Court Rules: Novell owns the UNIX and UnixWare copyrights! Novell has right to waive! |publisher = Groklaw|date = 2007-08-10| url = http://www.groklaw.net/article.php?story=20070810165237718 | accessdate= 2007-08-15]
At the beginning of
2003, SCO claimed that there had been "misappropriation of its UNIX System Vcode into Linux". However, the company refused to identify the specific segments of code, claiming that it was a secret which they would reveal only to the court. They did say that the code could be found in the SMP, RCU and a few other parts of the Linux kernel.
They later announced that they were suing
IBMfor $1 billion, claiming that IBM transferred SCO trade secrets into Linux. That amount later rose to $3 billion, and then again to $5 billion.
Experts note that the "
USL v. BSDi" case had shown that the Unix copyrights are weak and unenforceable. SCO has not claimed patent infringement, as all the relevant patents are proven to remain with AT&Tand Novell.Fact|date=July 2007 The UNIX trademarkwas not owned by SCO. That left arguing over trade secrets, which after some opposition, was hard to take beyond a breach of contract between SCO and IBM, and consequentially a claim only against IBM. SCO was looking for something directed at the greater Linux community, and has since explicitly dropped all trade secret claims from their case.
SCO now had little legal ground at this point and therefore began numerous legal claims and threats against many of the major names in the computer industry, including
IBM, Hewlett-Packard, Microsoft, Novell, Silicon Graphics, Sun Microsystemsand Red Hat.
As of mid
2004, five major lawsuits have been filed
SCO v. IBM"
Red Hat v. SCO"
SCO v. Novell" (not directly related to Linux, the suit has more to do with Unix copyrights)
SCO v. DaimlerChrysler"
* "SCO v. AutoZone"
In cases SCO has publicly implied that a number of other parties have committed copyright infringement, including not only Linux developers but also Linux users.
SCO's claims are derived from several contracts that may have transferred UNIX System V Release 4 intellectual property assets. The UNIX IP rights originated with
Unix System Laboratories(USL), a division of AT&T. In 1993, USL sold all UNIX rights and assets to Novell, including copyrights, trademarks, and active licensing contracts. Some of these rights and assets, plus additional assets derived from Novell's development work, were then sold to the Santa Cruz Operationin 1995. The Santa Cruz Operation had developed and was selling a PC-based UNIX until 2000, when it then resold its UNIX assets to Caldera, which later changed its name to SCO Group.
Through this chain of sales, SCO claims to be the "owner of UNIX". The validity of these claims is hotly contested by others. SCO claims copyright to all UNIX code developed by USL, referred to as SVRx, and licensing contracts originating with AT&T, saying that these are inherited through the same chain of sales. The primary document SCO presents as evidence of these claims is the "Asset Purchase Agreement", [ [http://www.groklaw.net/pdf/SCONovellAssetAg.pdf in the original] or [http://www.groklaw.net/article.php?story=2003111023050367&query=asset+purchase+agreement transcribed] ] defining the sale between Novell and the Santa Cruz Operation. SCO says that this includes all copyrights to the UNIX code base and contractual rights to the licensing base. The other parties disagree.
UNIX copyrights ownership
The status of copyrights from USL is murky, since UNIX code is a compilation of elements with different copyright histories. Some code was released without copyright notice before changes in the
Copyright Act of 1976made copyright automatic. This code may be in the public domainand not subject to copyright claims. Other code is affected by the " USL v. BSDi" case, and is covered by the BSD License. Groklawuncovered an old settlement made between Unix System Laboratories (USL) and The University of California. [ [http://www.groklaw.net/pdf/USLsettlement.pdf The full settlement available from Groklaw's website] ] This settlement ended a copyright infringement suit against the University for making BSD source codefreely available that USL felt infringed their copyrights. The university filed a counter suit, saying that USL had taken BSD source code and put it in UNIX without properly acknowledging the university's copyright. This settlement muddies the question of SCO's ownership of major parts of the UNIX source code. This uncertainty is particularly significant in regard to SCO's claims against Linux, which uses some BSD code.
Novell challenges SCO's interpretation of the purchase agreement. In response to a letter SCO sent to 1500 companies on
May 12, 2003, [ [http://www.novell.com/licensing/indemnity/pdf/5_12_03_sco-n.pdf May 12, 2003 letter to Novell Chairman and CEO Jack Messman] hosted by Novell.] Novell exchanged a series of letters [ [http://www.novell.com/licensing/indemnity/legal.html Novell's Unique Legal Rights ] ] with SCO beginning in May 2003, claiming that the copyrights for the core UNIX System V were not included in the asset purchase agreement and are retained by Novell. In October 2003, Novell registered those copyrights with the US Copyright Office.
In response to these challenges from Novell, SCO filed a "
slander of title" suit against Novell, " SCO v. Novell". This claimed that Novell was interfering with their business activities by clouding the ownership of UNIX copyrights. SCO's claim for special damages was dismissed on June 9, 2004 for "failure to specifically plead special damages." [ [http://www.groklaw.net/pdf/Novell-29.pdf Judge Kimbal's Order available from Groklaw's website] ] However, SCO was given 30 days "to amend its complaint to more specifically plead special damages". In the same ruling, the judge expressed doubt that the Asset Purchase Agreement transferred the relevant copyrights.Fact|date=July 2007
SCO filed an amended complaint. In late July, 2005, Novell filed an answer to SCO's complaint, denying all of its accusations. Novell also filed its own Slander of Title counter-lawsuit against SCO. Novell has also filed claims for numerous breaches of the APA between Novell and the
Santa Cruz Operation. Under the APA, Santa Cruz (and later SCO after SCO purchased Santa Cruz Operation's Unix Business) was given the right to market and sell Unixware as a product, retaining 100% of all revenues. Santa Cruz Operation (and later SCO) also was given the responsibility of administering Unix SVR4 license agreements on behalf of Novell. When money was paid for licensing, SCO was to turn over 100% of the revenue to Novell, and then Novell would return 5% as an Administration Fee. Novell claims that SCO signed Unix SVR4 licensing agreements with Microsoft and Sun Microsystems, as well as with numerous Linux End Users for Unix IP allegedly in the Linux Kernel, and then refused to turn the money over to Novell. Novell is suing for 100% of the revenue, claiming SCO is not entitled to the 5% administration fee since they breached their contract with Novell. Novell's counterclaims proposed asking the court to put appropriate funds from SCO into escrow until the case is resolved, since SCO's cash is diminishing quickly.
Novell also retained the right to audit SCO's Unix Licensing Business under the APA. Novell claims that SCO has not turned over vital information about the Microsoft, Sun and Linux End User License Agreements, despite repeated demands by Novell for them to do so. Novell, in another claim that is part of their counter suit, is asking the court to compel SCO to allow Novell to perform this audit of SCO's Unix Business.
August 10, 2007Judge Dale Kimball, hearing the SCO v. Novell case, ruled that "...the court concludes that Novell is the owner of the UNIX and UnixWare Copyrights". [http://www.groklaw.net/pdf/Novell-377.pdf Memorandum order and decision, document 377 in case 2:04CV139DAK] , the court order on Groklaw] [http://www.novell.com/prblogs/?p=379 Novell statement on today’s SCO ruling] , Novell Open PR, 2007-08-10]
License administration standing
The Novell to Santa Cruz Operation Asset Purchase Agreement also involved the administration of some 6000 standing licensing agreements between various UNIX users and the previous owners. These licensees include universities, software corporations and computer hardware companies. SCO's claimed ownership of the licenses has become an issue in three aspects of the SCO-Linux controversies. The first was the cancellation of IBM's license, the second was SCO's complaint against DaimlerChrysler (see "
SCO v. DaimlerChrysler"), and the third is the derivative works claim of the " SCO v. IBM" case.
In May 2003, SCO canceled IBM's SVRx license to its version of UNIX, AIX. This was based on SCO's claim of unrestricted ownership of the System V licensing contracts inherited from USL. IBM ignored the license cancellation, claiming that an amendment to the original license [ [http://www.groklaw.net/article.php?story=20031107212034397 Groklaw - Amendment X as Text ] ] made it "irrevocable." In addition, as part of the Purchase Agreement, Novell retained certain rights of control over the administration of the licenses which were sold, including rights to act on SCO's behalf in some cases. Novell exercised one of these rights by revoking SCO's cancellation of the IBM license. SCO disputed the validity of both of these actions, and amended its "
SCO v. IBM" complaint to include copyright infringement, based on IBM's continued sale and use of AIX without a valid SVRx license.
In December 2003, SCO demanded that all UNIX licensees certify some items, some related to the use of Linux, that were not provided for in the license agreement language. Since DaimlerChrysler failed to respond, SCO filed the "
SCO v. DaimlerChrysler" suit in March 2004. All claims related to the certification demands were summarily dismissed by the court.
The third issue based on the UNIX licensees agreement is related to SCO's claims of control of derivative works. This is a major and complex question and is discussed in the next section below.
Control of derivative works
Many UNIX licensees have added features to the core UNIX SVRx system and those new features contain computer code not in the original SVRx code base. In most cases, software copyright is owned by the person or company that develops the code. SCO, however, claims that the original licensing agreements define this new code as a
derivative work. They also claim that they have the right to control and restrict the use and distribution of that new code.
These claims are the basis of "
SCO v. IBM". SCO's initial complaint, [ [http://sco.tuxrocks.com/Docs/IBM/complaint3.06.03.html The SCO Group v ] ] said that IBM violated the original licensing agreement by not maintaining confidentiality with the new code, developed and copyrighted by IBM, and releasing it to the Linux project.
IBM claims that the license agreement (noted in the $Echo newsletter of April 1985) [ [http://www.groklaw.net/article.php?story=20040211153230800 Groklaw - $ echo April 1985 ] ] and subsequent licenses defines derivative works as the developer's property. This leaves IBM free to do as it wishes with its new code. In August 2004, IBM filed a motion for partial summary judgment. The motion stated that IBM has the right to do as it wishes with software not part of the original SVRx code. In February 2005, the motion was dismissed as premature, because discovery was not yet complete. IBM refiled this motion along with other summary judgment motions as noted below in September 2006.Fact|date=September 2007
SCO allegations of copyright and trade secret violations
SCO claims that Linux infringes SCO's
copyright, trade secrets, and contractual rights. This claim is fundamental to the SCOsourceprogram, where SCO has demanded that Linux users obtain licenses from SCOsource to be properly licensed to use the code in question. Exactly which parts of Linux are involved remains unclear as many of their claims are still under seal in the " SCO v. IBM" lawsuit.
SCO originally claimed in "SCO v. IBM" that IBM had violated trade secrets. But these alleged violations by IBM would not have involved Linux distributors or end users. SCO's trade secret claims were dropped by SCO in their amended complaint. [ [http://sco.tuxrocks.com/Docs/IBM/Doc-25.html The SCO Group v ] ]
SCO also claimed line for line literal copying of code from UNIX code files to Linux kernel files and obfuscated copying of code, but originally refused to publicly identify which code was in violation. SCO submitted to the court evidence of their claims under seal but much of it was excluded from the case after it was challenged by IBM as not meeting the specificity requirements to be included.
These examples have fallen into two groups. The first are segments of files or whole files alleged to originate in UNIX SVRx code such as the
errno.hheader file. The second group are files and materials contributed by IBM that originated with IBM development work associated with AIX and Dynix, IBM's two UNIX products.
Each of these has a different set of issues. In order for copyright to be violated, several conditions must be met. First, the claimant must be able to show that they own the copyrights for the material in question. Second, all or a significant part of the source must be present in the infringing material. There must be enough similarity to show direct copying of material.
VRx code allegedly in Linux
The issue of ownership of the SVRx code base was discussed above. Besides the unresolved issue of what was actually transferred from Novell to Santa Cruz Operation, there are also the portions of the SVRx code base that are covered by BSD copyrights or that are in the public domain.
SCO's first public disclosure of what they claim is infringing code was at SCO Forum in August 2003. The first, known as the Berkeley Packet Filter, was distributed under the BSD License and is freely usable by anyone. The second example was related to memory allocation functions, also released under the BSD License. It is no longer in the Linux code base. [Bruce Perens, [http://perens.com/Articles/SCO/SCOSlideShow.html Analysis of SCO's Las Vegas Slide Show] .]
SCO has also claimed that code related to
application programming interfaces was copied from UNIX. However, this code and the underlying standards they describe are in the public domain and are also covered by rights USL sold to The Open Group. [Bruce Perens, [http://www.zdnet.com.au/insight/software/0,39023769,39116509,00.htm SCO's failing case against IBM] , zdnet.com.au, March 10, 2004.] A later claim was made to code segments related to ELF file format standards. This material was developed by the Tool Interface Standard (TIS) Committee and placed in the public domain. [ [http://www.groklaw.net/article.php?story=20040722135616439 Groklaw - A Tall Tale About ELF - by Frank Sorenson, Dr Stupid and PJ ] ] SCO claims that the TIS Committee had no authority to place ELF in the public domain, even though SCO's predecessor in interest was a member of the committee.Fact|date=July 2007
SCO has claimed that some are violating UNIX SVRx copyrights by putting UNIX code into Linux. They may or may not have brought this claim directly in any of their cases. The IBM case is about derivative works, not SVRx code (see below). The Novell case is about copyright ownership. DaimlerChrysler was about contractual compliance statements.
The "may or may not" comes from AutoZone's case.Or|date=September 2007 In AutoZone, SCO's complaint claimed damages for AutoZone's use of Linux. However, when objecting to AutoZone's request for a stay pending the IBM case, SCO apparently contradicted their written complaint, claiming that the case was entirely about AutoZone copying certain libraries (outside the Linux kernel) from a UNIX system to a Linux-based system to facilitate moving an internal application to the Linux platform faster; SCO's original complaint does not appear to mention these libraries. AutoZone denies having done this with UNIX libraries. If SCO's oral description of their case is the correct one, then their AutoZone claim has nothing to do with the Linux kernel or the actions of any distributors.
The copyright issue is addressed directly in two of the cases. The first is by IBM in their counterclaim in "
SCO v. IBM". The issue is central to a pending motion by IBM, stating that IBM violated no copyrights in its Linux related activities. It is also addressed by Red Hat in the Red Hat v. SCO case. Red Hat claims that SCO's statements about infringement in Linux are unproven and untrue, damaging to them and violates the Lanham Act. Red Hat asks for an injunction to stop claims of violations without proof. They also ask for a judgment that they violated no SCO copyrights. A hearing on the IBM motion was held in September 15, 2004. Judge Kimball took the motion under advisement. The Red Hat case is on hold.
Allegations of reverse copying
"EWeek" has reported allegations that SCO may have copied parts of the Linux kernel into SCO UNIX as part of its Linux Kernel Personality feature. [ [http://www.eweek.com/article2/0,1895,1653684,00.asp Did SCO Violate the GPL? ] ] If true, this would mean that SCO is guilty of a breach of the Linux kernel copyrights. SCO has denied this allegation, but according to Groklaw, one SCO employee confirmed it in a deposition. [ [http://www.groklaw.net/article.php?story=20050809082902461 Groklaw - Erik Hughes Deposition: LKP Did Include Linux Kernel Code ] ]
IBM code in Linux
SCO has claimed a number of instances of IBM Linux code as breaches of contract. These examples include code related to
Symmetric multiprocessing(SMP), Journaled File System(JFS), Read-copy-update(RCU) and Non-Uniform Memory Access(NUMA). This code is questionably in the Linux kernel,Fact|date=November 2007 and may have been added by IBM through the normal kernel submission process. This code was developed and copyrighted by IBM. IBM added features to AIX and Dynix.
SCO claims that they have "control rights" to this due to their licensing agreements with IBM. SCO disavows claiming that they own the code IBM wrote, rather comparing their "control rights" to an
easement, rights which allow them to prohibit IBM from publicizing the code they wrote, even though IBM owns the copyrights. They base this claim on language in the original license agreement that requires non-disclosure of the code and claim that all code developed by UNIX licensees that is used with the code under license be held in confidence. This claim is discussed above at Control of derivative works.
CO and the GPL
Before changing their name to the SCO Group, the company was known as Caldera. Caldera was one of the major distributors of Linux from
1994to 2003. Some, like Eben Moglen,cite web|url=http://www.fsf.org/licensing/sco/sco-v-ibm.html|title=FSF Statement on SCO v. IBM|date=2003-06-27|author=Moglen, Eben|publisher= Free Software Foundation, Inc.] have suggested that because Caldera distributed the infringing code under the GNU General Public License, or GPL, that this act would license any proprietary code in Linux. [ [http://www.internetnews.com/dev-news/article.php/2207791 SCO Faces Hurdles in Linux Claims ] ]
SCO has stated that they did not know their own code was in Linux, so releasing it under the GPL does not count. However, as late as July and August 2006, long after that claim was made, they were still distributing ELF files (the subject of one of SCO's claims regarding SVRx) under the GPL. [ [http://www.groklaw.net/article.php?story=20060731122623203 Groklaw - SCO is Distributing ELF Under the GPL Still. Yes. Now. Today ] ] [ [http://www.groklaw.net/article.php?story=20060806074745174 Groklaw - SCO Is Still Distributing ELF Under the GPL, Part 2 ] ]
SCO has also claimed, in early stages of the litigation, that the GPL is invalid and non-binding and legally unenforceable. [ [http://www.eweek.com/article2/0,1895,1404984,00.asp SCO Group Launches Broadside Against GPL ] ] In response, supporters of the GPL, such as Eben Moglen, claimed that SCO's right to distribute Linux relied upon the GPL being a valid copyright license. [ [http://www.internetnews.com/ent-news/article.php/3302801 GPL Awaits Test in SCO Group/IBM Dispute ] ] Later court filings by the SCO group in "SCO v. IBM" use SCO's alleged compliance with the license as a defense to IBM's counterclaims. [ [http://www.groklaw.net/article.php?story=2007020910561488 Groklaw - SCO's Memo in Opp. to IBM's Motion for SJ on Claim of Copyright Infringement ] ]
The GPL has become an issue in "SCO v. IBM". Under U.S. copyright law, distribution of creative works whose copyright is owned by another party is illegal without permission from the copyright owner, usually in the form of a license; the GPL is such a license, and thus allows distribution, but only under limited conditions. Since IBM released the relevant code under the terms of the GPL, it claims that the only permission that SCO has to copy and distribute IBM's code in Linux is under the terms and conditions of the GPL, one of which requires the distributor to "accept" the GPL. IBM says that SCO violated the GPL by denouncing the GPL's validity, and by claiming that the GPL violates the U.S. Constitution, together with copyright, antitrust and export control laws. IBM also claims that SCO's SCOsource program is incompatible with the requirement that redistributions of GPLed works must be free of copyright licensing fees (fees may be charged for the acts of duplication and support). IBM has brought counterclaims alleging that SCO has violated the GPL and breached IBM's copyrights by collecting licensing fees while distributing IBM's copyrighted material. [ [http://www.groklaw.net/article.php?story=20040331043539340 Groklaw - IBM's Second Amended Counterclaims Lists 9 Newly Registered Copyrights ] ]
tatus of current lawsuits
"SCO v. IBM"
March 7, 2003, SCO filed suit against IBM. Initially this lawsuit was about breach of contract and trade secrets. Later, SCO dropped the trade secrets claim, so the claim is breach of contract. SCO also added a copyright claim related to IBM's continued use of AIX, but not related to Linux. The judge subsequently stated that the SCO group had indeed made a claim of copyright infringement against IBM regarding Linux. IBM filed multiple counter claims, including charges of both patent violations, which were later dropped, and violation of copyright law. Discovery in the case is still underway.
February 8, 2005Judge Kimball ruled that IBM's motions for summary judgment were premature but added::"Viewed against the backdrop of SCO's plethora of public statements concerning IBM's and others' infringement of SCO's purported copyrights to the UNIX software, it is astonishing that SCO has not offered any competent evidence to create a disputed fact regarding whether IBM has infringed SCO's alleged copyrights through IBM's Linux activities." [ [http://www.groklaw.net/article.php?story=20050209203941896 Groklaw - Kimball Memoradum and Order - as text ] ]
June 28, 2006Judge Brooke Wells granted, in part, IBM's motion to limit SCO's claims and excluded 186 of SCO's 294 items of allegedly misused intellectual property (IBM had challenged 201 of them for various reasons). [ [http://www.groklaw.net/article.php?story=20060628175203644 Groklaw - Wells Grants in Part IBM's Motion to Limit SCO's Claims! In *Large* Part ] ] Wells cited a number of factors including SCO's inability to provide sufficient specificity in these claims: :"In December 2003, near the beginning of this case, the court ordered SCO to, "identify and state with specificity the source code(s) that SCO is claiming forms the basis of their action against IBM." Even if SCO lacked the code behind methods and concepts at this early stage, SCO could have and should have, at least articulated which methods and concepts formed "the basis of their action against IBM." At a minimum, SCO should have identified the code behind their method and concepts in the final submission pursuant to this original order entered in December 2003 and Judge Kimball’s order entered in July 2005." [http://www.groklaw.net/article.php?story=20060628203537917 (paragraph 30)]
This left about 100 of SCO's items of allegedly misused intellectual property (the merits of which have not yet been judged), out of 294 items originally disclosed by SCO.
Following the partial summary judgment rulings in the SCO vs Novell Slander of Title case, Judge Kimball has asked [http://www.groklaw.net/pdf/IBM-1077.pdf] the parties in SCO v IBM to prepare by August 31 a statement of the status of this case.
"Red Hat v. SCO"
Red Hatfiled suit against SCO on August 4, 2003. Red Hat sued SCO for false advertising, deceptive trade practices and asked for a declaratory judgment of noninfringement of any of SCO's copyrights. This case has been stayed pending resolution of the IBM case.
"SCO v. Novell"
After SCO initiated their Linux campaign, they said that they were the owners of UNIX.
Novellclaimed these statements were false, and that they still owned the rights in question. After Novell registered the copyrights to some key UNIX products, SCO filed suit against Novell. After the suit was dismissed because it was filed in the wrong court, SCO re-filed their complaint.
July 29, 2005, Novell filed its answer with the court, denying SCO's claims. Novell also filed counterclaims asking the court to force SCO to turn over the revenues it had received from UNIX licenses, less a 5% administrative fee. Additionally, Novell asked the court to place the funds in a "constructive trust" in order to ensure that SCO could pay Novell since the company's assets were depleting rapidly.
On August 10th 2007, Judge Dale Kimball, hearing the SCO v. Novell case, ruled that "...the court concludes that Novell is the owner of the UNIX and UnixWare Copyrights". Novell was awarded summary judgments on a number of claims, and a number of SCO claims were denied. SCO was instructed to account for and pass to Novell an appropriate portion of income relating to SCOSource licences to Sun Microsystems and Microsoft. A number of matters are not disposed of by Judge Kimball's ruling, and the outcome of these are still pending.
"SCO v. AutoZone"
AutoZone, a corporate user of Linuxand former user of SCO OpenServer, was sued by SCO on March 3, 2004. [Primary court documents pertaining to this case can be found at [http://sco.tuxrocks.com/?Case=AutoZone http://sco.tuxrocks.com/?Case=AutoZone] .] SCO claims AutoZone violated SCO's copyrights by using Linux. This suit has been stayed pending the resolution of the IBM, Red Hat and Novell cases.
"SCO v. DaimlerChrysler"
2003, SCO demanded that some UNIX licensees certify certain issues regarding their use of Linux. DaimlerChrysler, a former UNIX user and current Linux user, did not respond to this demand. On March 3, 2004SCO filed suit against DaimlerChrysler for violating their UNIX license agreement by failing to respond to the certification request. Almost every claim SCO made has been ruled against in summary judgment. [Not dismissed, see the [http://www.groklaw.net/pdf/DCHearing-2.pdf hearing transcript, page 15] ] The last remaining issue, that of whether DaimlerChrysler made a timely response, was dismissed by agreement of SCO and DaimlerChrysler in December 2004. SCO retains the right to continue this case at a future date, providing it pays legal fees to DaimlerChrysler.
Other issues and conflicts
SCO announces that it will not sue its own customers
June 23, 2003, SCO sent out a letter announcing that it would not be suing its own Linux customers. [ [http://www.caldera.com/scosource/letter_to_partners.html The SCO Group, Inc. | Scosource | Letter_to_partners ] ] In the letter, it states::"SCO will continue to support our SCO Linux and OpenLinux customers and partners who have previously implemented those products and we will hold them harmless from any SCO intellectual property issues regarding Linux."
CO and SGI
In August 2003, SCO presented two examples of what they claimed was illegal copying of copyrighted code from UNIX to Linux. One of the examples (Berkeley packet filter) was not related to original UNIX code at all. The other example did, however, seem to originate from the UNIX code and was apparently contributed by a UNIX vendor, Silicon Graphics. However, an analysis by the Linux community later revealed that:
* The code originated from an even older version of UNIX which at some point was published by Caldera (the same Caldera which later became SCO) thus making any claim of copyright infringement shaky.
* The code did not do anything. It was in a part of the Linux kernel that was written in anticipation of a Silicon Graphics architecture that was never released.
* It had already been removed from the kernel two months earlier.
* The contested segment was small (80 lines) and trivial.
CO and BayStar Capital
2003, BayStar Capitaland Royal Bank of Canadainvested USD$50 million in The SCO Group to support the legal cost of SCO's Linux campaign. Later it was shown that BayStar was referred to SCO by Microsoft, whose proprietary Windows operating system competes with Linux. In 2003, BayStar looked at SCO on the recommendation of Microsoft, according to Lawrence R. Goldfarb, managing partner of BayStar Capital: "It was evident that Microsoft had an agenda". [ [http://query.nytimes.com/gst/fullpage.html?res=980DE1DB173AF931A15757C0A9629C8B63&pagewanted=all TECHNOLOGY; Investor's Pullout Stirs Doubts About SCO Group - New York Times ] ]
April 22, 2004, "The New York Times" (p. C6) reported that BayStar Capital, a private hedge fundwhich had arranged for $50M in funding for SCO in October 2003, was asking for its $20M back. The remainder of the $50M was from Royal Bank of Canada. SCO stated in their press release that they believed that BayStar did not have grounds for making this demand. [ [http://biz.yahoo.com/prnews/040416/laf044_1.html] Dead link|date=March 2008]
August 27, 2004SCO and BayStar resolved their dispute. [http://www.theregister.co.uk/2004/08/27/sco_completes_baystar_settlement/]
CO and Canopy Group
Canopy Groupis an investment group with shares in a trust of different companies. It is a group owned by the Noorda family, also founders of Novell.
Until February 2005, Canopy held SCO shares, and the management of SCO held shares of Canopy. The two parties became embroiled in a bitter dispute when the Noorda family sought to oust board member
Ralph Yarro IIIon claims of misappropriation. With internal problems not made public (which included the suicides of Canopy's director of information systems, Robert Penrose, [ [http://blog.mecworks.com/articles/2004/12/26/rob-penrose/] Rob Penrose] and Val Kriedel, the daughter of Ray Noorda[ [http://www.nndb.com/people/536/000108212/] Noorda bio] ), [ [http://www.heraldextra.com/content/view/125977/ Daily Herald - Canopy founder's daughter found dead ] ] [ [http://deseretnews.com/dn/view/0,1249,600111043,00.html] Canopy at Heart of Feud] [ [http://www.smallworks.com/archives/00000250.htm] Sex, Drugs, and Unix] the Canopy Group agreed to buy back all the shares that SCO had in Canopy in exchange for their SCO shares and cash.
SCO and Canopy Group are now mostly independent, though SCO continues to rent their Utah office space from Canopy. [cite web|url=http://www.groklaw.net/article.php?story=20071219004012610|title=SCO Asks Bankruptcy Court to Approve New Leases in NJ and Utah|last=Jones|first=Pamela|publisher=Groklaw|date=2007-12-19]
Microsoft funding of SCO controversy
March 4, 2004, a leaked SCO internal e-mail detailed how Microsofthad raised up to $86 million via the BayStar referral and other means. [ [http://www.catb.org/~esr/halloween/halloween10.html Halloween Document 10 ] ] Blake Stowell of SCO confirmed the memo was real. [ [http://www.eweek.com/article2/0,1759,1542915,00.asp Leaked Memo Revives SCO-Microsoft Connection Furor ] ] BayStar claimed the deal was suggested by Microsoft, but that no money for it came directly from them. [ [http://www.businessweek.com/technology/content/mar2004/tc20040311_8915_tc119.htm BW Online | March 11, 2004 | SCO's Suit: A Match Made in Redmond? ] ] In addition to the Baystar involvement, Microsoft paid SCO $6M (USD) in May 2003 for a license to "Unix and Unix-related patents", despite the lack of Unix-related patents owned by SCO.Fact|date=March 2008 This deal was widely seen in the press as a boost to SCO's finances which would help SCO with its lawsuit against IBM. [ [http://news.com.com/2100-1016-1007528.html Microsoft to license Unix code | CNET News.com ] ] [ [http://ir.sco.com/ReleaseDetail.cfm?releaseid=109360 The SCO Group | Investor Relations | SCO Announces UNIX Licensing Deal With Microsoft ] ] [ [http://www.infoworld.com/article/03/08/08/31OPcringely_1.html SCO strikes gold, Verizon just strikes | InfoWorld | Column | 2003-08-08 | By Robert X. Cringely ] ] [ [http://insight.zdnet.co.uk/software/linuxunix/0,39020472,2134917,00.htm Reviews and free Windows downloads at ZDNet.co.uk ] ]
After their initial claim of copyright infringement in the Linux kernel, The SCO Group started their
SCOsourceinitiative which sells licenses of SCO's claimed copyrighted software, other than OpenServer and Unixware licenses. After a small number of high profile sales (including one that was denied by the claimed purchaser), SCO claimed to offer corporate users of Linux a license at $699 (USD) per processor running Linux. However, many individuals have found it impossible to buy such a license from SCO. SCO says that participants of the SCOsource initiative are not liable for any claims that SCO makes against Linux users.
The Michael Davidson Email
July 14 2005, an email [http://www.groklaw.net/pdf/IBM-459-22.pdf] was unsealed that had been sent from Michael Davidson to Reg Broughton (both Caldera employees) in 2002, before many of the lawsuits. In it, Davidson reported how the company had hired an outside consultant because
The consultant was to review the Linux code and compare it to Unix source code, to find possible copyright infringement. Davidson himself said that he had not expected to find anything significant based on his own knowledge of the code and had voiced his opinion that it was "a waste of time". After 4 to 6 months of consultant's work, Davidson says, "we had found absolutely *nothing*. ie ["
sic"] no evidence of any copyright infringement whatsoever."
Timeline of SCO-Linux controversies
* [http://18.104.22.168/search?q=cache:mwSxZWFQPfEJ:www.groklaw.net/articlebasic.php%3Fstory%3D20061009152706664+Lawrence+R.+Goldfarb,+microsoft&hl=en&ct=clnk&cd=2&gl=us Groklaw link to Lawrence Goldfarb's declaration to the court]
* [http://www.thescogroup.com The SCO Group] - Official website
* [http://www.fsf.org/licensing/sco/ Free Software Foundation position regarding SCO's attacks] 6 essays, by
Eben Moglen, Richard Stallman, and Bradley Kuhn
* [http://www.groklaw.net Groklaw] - An online community dedicated to following the progress of the various lawsuits and investigating the claims SCO makes
* [http://sco.tuxrocks.com Tuxrocks] - An archive of court documents related to the various lawsuits
*dmoz|Computers/Software/Operating_Systems/Unix/SCO/Boycott,_Lawsuits/|SCO Boycott and Lawsuits
* [http://www.linux.org/news/sco/timeline.html SCO Controversy Timeline]
* [http://www.osdl.net/newsroom/articles/2006_articles_position_papers.html/osdl-second-statement.html SCO:Without Fear and Without Research]
* [http://www.legadoassociates.com/linuxlawsuit.htm Linux's lucky lawsuit] - Why the SCO lawsuit is a good thing in the long run
* [http://www.groklaw.net/article.php?story=20050714144923365 The Michael Davidson Email]
* [http://news.zdnet.com/2100-3513_22-5811081.html Novell hits back at SCO in Unix dispute]
* [http://news.zdnet.com/2100-3513_22-5450515.html Fact and fiction in the Microsoft-SCO relationship]
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