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November 03, 2004

Linux: Looking Past the Rhetoric

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You can tell that Microsoft is scared about something when the company can't stop talking about it. On the client side, the software giant is so nervous about the amazing advances made by Apple Computer with its iPod portable audio player and iTunes Music Store that the company recently spent hundreds of millions of dollars rejuvenating Windows XP with a variety of digital media updates that likely will prove more confusing than exciting to many consumers. On the enterprise side, long-time nemeses such as IBM and Novell have rallied around the open-source Linux standard in their latest bid to outflank Microsoft's server products. Predictably, Microsoft has come out firing.

Microsoft's public stance regarding Linux has changed a lot over the years, but its current posturing finally matches what the company has admitted privately for years: Linux is taking business away from other OSs, and it's only a matter of time before it starts eating into Microsoft's bottom line. To respond, the company's executives--especially Microsoft CEO Steve Ballmer and Chief Technical Officer (CTO) Craig Mundie--have begun addressing Linux issues frankly in speeches, interviews, and meetings. And of course, Microsoft believes that its comprehensive server product portfolio--Windows Server System--is a match for anything the open-source world can offer.

The latest volley arrived last week in the form of an email ostensibly written by Ballmer (but more likely written by others and approved by Ballmer) in which he addressed IT executives about the Linux threat. Parroting many of the points the company has tried to publicize through its "Get the Facts" advertising campaign, Ballmer pointed out that Windows provides numerous advantages over Linux. Let's examine some of these advantages.

A Long-Term Cost Advantage
Open-source backers have used the "no cost" aspect of Linux as a bargaining chip for years, but the truth is far more subtle. Even if an enterprise is able to obtain a Linux OS at no cost, the true cost of such a system must include service and maintenance; Microsoft has argued that, here, the cost argument breaks down in its favor. In his email message, Ballmer touted the Total Cost of Ownership (TCO) advantage of Windows over Linux, and noted that "all of the major Linux vendors and distributors (including HP, IBM, Novell [SUSE and Ximian], and Red Hat) have begun charging hefty premiums for must-have items such as technical service and support, product warranties, and licensing indemnification." Employee training is also more expensive with Linux, Ballmer claims.

A major enterprise that switches from Windows to Linux would experience costs three to four times greater than if the company had upgraded to the latest Windows versions, while taking three times as long to complete, according to an independent Yankee Group study. I don't think that most Linux installations are (yet) coming at the expense of Windows. However, it's equally clear that this trend can't continue if Linux is to continue growing.

Better Security
Although people might chuckle at the notion, Ballmer claims that Windows is more secure than Linux. He says that "the four [biggest] Linux distributions have a higher incidence and severity of vulnerabilities and are slower than Microsoft to provide security updates," and I'm sure that's true. But it's also true that the open-source Apache Web server--a product that's used by far more Web sites than is Microsoft IIS--has suffered from far fewer and less debilitating attacks than has IIS.

Open-source advocates question some of Microsoft's statistics. For example, although it's true that Windows Server suffers from fewer critical security flaws than, say, Red Hat Enterprise Linux, part of the reason is that Microsoft downplays flaws on Windows Server because the default behavior of that system differs from other Windows versions. If you determine differently what constitutes a critical flaw, they argue, the Windows Server advantage is imagined.

Intellectual Property Indemnification
The oddest claim Ballmer makes concerns intellectual property indemnification. Here, Ballmer plays on the fear, uncertainty, doubt (FUD) principle: If you use Linux, you might be sued.

My Take on the Debate
My gut feeling about Linux is that it will provide an excellent upgrade solution for two main audiences: Those environments that run legacy, proprietary UNIX systems and want to take advantage of the commodity nature and performance of the x86 platform, and those environments that need what I call networking infrastructure services--DHCP, DNS, Web serving, file serving, and such. It's unlikely that most Windows shops will wholeheartedly jump ship and migrate to Linux across the board because doing so is typically extremely expensive in the long run.

Microsoft has done a lot of work to enable UNIX-to-Windows migrations and provide cross-platform interoperability with some non-UNIX legacy systems, such as mainframes. Although I don't feel that many UNIX shops ultimately will port their applications to Windows and not Linux, it's possible that some of them will move at least some of their infrastructure to Windows in the future.

Regardless, the simple answer is that we live in a heterogeneous world and will continue to do so. Rather than fling abuse at the other camp, I'd rather see Microsoft wake up to reality and learn to work with Linux. Increasingly, its customers are turning to Linux for good reasons. It's time Microsoft buried the hatchet.

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End of Article



Reader Comments
Linux is not a threat.

Linux is a "TREAT" to the business world.

I've been using Linux for 10 years now. I would hate to have to switch to Windows.


IMO people who "like
Windows" usually mean they have Windows applications they like.



Anonymous User November 03, 2004


I've been on a Linux desktop for the last year and I'm sold. Before the switch I had forgotten what it was like to have a secure desktop. I pray that I never have to go back.

Anonymous User November 03, 2004 (Article Rating: )


Redhad linux hasn't much more security problems as with windows. Also Redhad is not linux. It is a distribution. Most error's are not in linux but in the applications. Beside that there are more secure distributions as redhad. An error also made in comparig linux distribution v.s. windows is that linux contains much (verry much) more applications thant windows.
Secondly regarding cost: In opensource there is a distinction between 'free at no cost' and freedom. Most opensource programmers is for dedication to write a good program, freedom and exchanging idea's. Secondly opensource program's are steel for no cost for obtaining. There are also many linux distribution for free at no cost (Fedora core, some of suse debian, unbutu etc...). Maintanance and service has allway cost money, nobody is denining that.

Anonymous User November 03, 2004


Microsoft is talking about security? What a joke? do you know that between January and June of 2004 (5 months), there were about 4000 virus and worms that attacked Windows? do you know how much spyware and malware are on your Windows computer now? do you know how much all this is costing? do the math!
NASA, IBM, Novell and many, many more Professionals use Linux. do you know why? Because Linux is better and they are smarter!

Anonymous User November 03, 2004


I've been using Linux for the last 6 years now and run a full Linux Network at home, in that time with a static ip and domains up I've had only two security relates problems, this is with average everyday user playing on the internet, as where at least once a month I have to go fix my parents network wich is mostly windows for some virus or spyware or some or problem, if not for the linux firewall it would be complete loss. I don't think linux is right for every application but I know I could train most people where I work to use there application or linux application they access on a daily basis in less than day, probably about 4 hours and that's on the long side of things. Though Linux for the desktop has a long way to go in many areas I think in the next couple of years you will see start eating significantly into MS if they don't adapt and bury the hatchet

Anonymous User November 03, 2004 (Article Rating: )


Not only windows but many other Microsoft products have a lot of vulnerability.Well you gonna pay thousands of $$s per CPU for MSSQL server and it will be beaten by a worm which is only 370Bytes.Fascinating!.Linux training are expensive and the trainings of Microsoft is cheaper?If linux is that bad (According to the guy who spent time to write this magnificent article)why microsoft is using linux kernel on its broadband routers?? There is alot to say but i wont ..

Anonymous User November 03, 2004 (Article Rating: )


>> Well you gonna pay thousands of $$s per CPU for MSSQL server and it will be beaten by a worm which is only 370Bytes <<


Considering the size of hard drives nowadays, this is tolerable.


<< why microsoft is using linux kernel on its broadband routers >>

Because it is much easier than recompiling the routers themselves!

PAUL THURR0TT November 03, 2004


Let the MS bashing continue...

Get a life people!


Anonymous User November 04, 2004


>> It's unlikely that most Windows shops will wholeheartedly jump ship and migrate to Linux across the board because doing so is typically extremely expensive in the long run.

actually, the big cost is in the short term as the cost of migration is high (training users & support staff, rewriting or acquiring custom applications, converting data, etc.). Once the migration is complete the company is free from the never-ending Microsoft licensing payments and security headaches.

Anonymous User November 04, 2004


microsoft has more to worry about than just linux. how about apache, mysql and php. open source is doing for software what the assembly line did for automobiles. companies who don't adopt will not be able to compete and will die off.

Anonymous User November 04, 2004


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