Linux Opinion: An Open Letter to a Digital World

"The Windows platform is not just insecure - it's patently, blatantly, and
unashamedly insecure by design"

December 18, 2004, http://www.linuxworld.com/story/47536.htm

By Chris Spencer 

To Anyone Who Will Listen,

Recently I was reading an article from Wired magazine talking about the
Windows spyware problem [1]. It was unbelievable to me that people would
choose to use programs that they know make all their personal information
available to companies. It turns out that 80% of Windows users suffer from
spyware [2]. I read many articles like these but always thought that these
people have problems just because they aren't careful. Maybe they don't run
anti-virus, they don't use a firewall, or they browse seedy sites and
download applications for seedy activities. It turns out though that is not
the case.

My wife discovered that her computer had been infected by spyware and
trojans despite the anti-virus, regular Windows updates, having the good
sense not to open attachments, using a firewall, and avoiding any type of
seedy activities online. As best we can tell someone exploited IE
transparently while she searched for medical information to help our nephew.

The clean up from these types of infections is great fun. I spent not less
than 5 hours running about every spyware prevention program known to man.
Each one searching for those pesky files and registry settings. The worst
thing of all was that, once I cleared them off the disk, simply starting
Internet Explorer would reinfect the whole system. Seriously, it was great
fun and I did, eventually, have the satisfaction of beating the problem.
That's right - a system administrator for 10 years with a degree in computer
science and a RHCE CAN clean up a single spyware infection in 5 hours.

I hope you see what I am really saying here. How on this earth are people
that aren't trained in Information Technology going to do it? As a Linux
desktop user, I had never been exposed to this type of problem. Having now
battled with spyware, I am finally motivated to speak up and say something
to the world. I want to get a single message across:

It's time for anyone running a Windows PC to switch to Linux.

You see, the Windows platform is not just insecure - it's patently,
blatantly, and unashamedly insecure by design and for all the lip service to
security it's really not going to get better, ever. To make matters worse,
it's more expensive and gives you fewer necessary applications right out of
the box than Linux. Everyone, even Microsoft, knows this - they are just too
afraid to say it. The tide is coming in. Nothing on this planet can stop it.

Whew. I said it. I am so happy to get that off my chest, however, for me to
stop here would be unfair. I haven't really proved it to you. So if you will
entertain me a bit longer here is the rest of the story.

Microsoft started conducting a "Get the Facts" [3] marketing campaign
against Linux. This signaled that they have correctly assessed that their
competition is Linux and that they need to fight it with all they have. It
even made it into their 10K filing. [4] It's really an interesting read to
note that Microsoft sees Linux as a major threat It's a big enough threat to
their monopoly that they say:

    "The Linux open source operating system, which is also derived from Unix
and is available without payment under a General Public License, has gained
increasing acceptance as its feature set increasingly resembles the distinct
and innovative features of Windows and as competitive pressures on personal
computer OEMs to reduce costs continue to increase."

If Microsoft thinks this then that alone is more than enough reason to give
a fair look at Linux. Of course it's just as likely that they are preparing
the lawsuits to attack Linux because it is a real competitor. I am not sure
which distinct and innovative features they are referencing. Perhaps it was
the whole GUI concept that Apple sued them for stealing from them. Perhaps
it was the Microsoft Office-like functionality that Open Office has that
Microsoft took from Word Perfect. It's hard to tell and it gets me off topic
to delve into it.

Alright, let's talk about the "Get the Facts" marketing campaign. What
happened is that Microsoft and vendors that make money on Microsoft products
have all come together to tell us that we us why we should use their
products. As a consumer and something of a student of history, I always
question people that are highly motivated to protect their jobs and money.
Did big tobacco say their products were safe long after they knew it wasn't
true? Might Microsoft be inclined to say that their products provide better
total cost of ownership (TCO) and security than another product despite
knowing it wasn't true?

It turns out they have done something strikingly similar before. [5] When
IBM OS/2 had just taken off and become "the best selling retail software
product in America" then "sources close to Microsoft" leaked word to a
columnist for the UK edition of PC Magazine, who dutifully reported both the
rumor and source." - Computerworld, March 20, 1995, page 118. From there it
was all downhill for IBM. Despite everything indicating that OS/2 was doing
great the press just kept printing the Microsoft party line. In the almost
10 years since that happened, have things changed? Are they kindler,
gentler, and friendlier to work with or do they still spin, bully, and use
talking heads?

Carrying on in their history we see that, empowered by their victory over
IBM, just 4 years ago Microsoft was ordered to be split in two by Judge
Thomas Penfield Jackson because they were convicted of abusing their
monopoly market position. Then 3 years ago Judge Colleen Kollar-Kotelly
reversed the decision to split them and a much lighter penalty was imposed.
Unhappy with the results the EU took up the case and just this year
Microsoft was convicted in the EU. Since then Microsoft has paid billions of
dollars to the companies that were aligned against them. One by one settling
the differences. Most of the companies had little choice but to accept the
money they were offered. Because they have been so badly beat. Now they
stand with billions of dollars in the bank and a patent portfolio that is
rapidly expanding.

I don't know about you but when a convicted monopolist that has been shown
to use those monopoly powers against their competitors says that Linux is a
competitor but that it's not as secure or cost-effective, well then I take
note. Because I know there is a good chance that a half truth was spoken.

Maybe Linux is shoddy code just hacked together by a college student.
However, according to the four-year analysis by five Stanford researchers
[6] Linux contains only "0.17 bugs per 1,000 lines of code" and most all of
those bugs have been fixed. Given that an earlier study from Reasoning, Inc
[7] had already shown that the Linux TCP/IP stack had a 0.013 per 1000 lines
of code defect rate back in 2001, it is hardly astonishing that the entire
Kernel is also relatively low in defects compared to your average commercial
software application To put that in perspective the average code seems to
have anywhere from 2 to 30 bugs per 1000 lines of code. That makes the Linux
kernel between 11 times and 176 times better than your average product. So
it's certainly not shoddy software by any stretch of the imagination.

Considering that many Linux distributions are free, it is hard to believe
that it would be more expensive than Microsoft where a simple upgrade costs
$100 and their Office application costs hundreds more. Call me crazy but I
am having a hard time finding any truth in the "facts" as reported by
Microsoft. However, Microsoft studies the TCO to show that other factors
make Linux more expensive. Yet, the studies that I have read seem to make
crazy assumptions like saying it takes more money to train users to push a
button on Linux than it does to push a button on Windows. They also tend to
ignore the costs associated with viruses, spyware, and trojans that prompted
me to write this. Perhaps most unfortunately for Microsoft they also ignore
that wildly varying labor costs directly affect TCO. [8] That means it
wouldn't just be a poor decision it would be a completely moronic decision
for a government to use the Windows platform in the third world if it wasn't
absolutely necessary. To be honest, for a long time I have wanted to see a
case study that took these types of issues into account. I was, for this
reason greatly disappointed, when I heard about a study from Cybersource [9]
that ignored these things but still found Linux, even Red Hat Enterprise
Linux, to be 19% or more expensive. So much for being less expensive, they
can't even win when the whole thing is tipped in their favor.

Maybe I missed something? Maybe Microsoft just happens to be truly better at
security than Linux? For this I had to get dirty and dig. On the surface it
did seem like Windows had fewer security issues. Looking at Seconia, a
security research company, I discovered Windows 2000 Server has had only 76
Advisories in all of 2003 and 2004. [10] Red Hat Enterprise Linux 3 on the
other hand has 101 Advisories [11] and it wasn't launched until November and
looking at Red Hat Enterprise Linux 2.1 I found a whopping 145
vulnerabilities. [12] That looks pretty bad, right?

I am sure that is what Microsoft would like us to think. If we would just
ignore the elephants in the closet then we would come to their happy
conclusion. I'm not going to do that though.

Microsoft Windows is but one component in a much larger Windows platform.
What good is the operating system without remembering productivity software,
anti-virus software, instant messengers, media players, software to burn CD
and DVDs, and the list goes on and on? These are all things that Red Hat and
every other Linux distribution includes as part of the package. Usually they
go so far as to include multiple applications for each function. It would
be, therefore, completely unfair if we didn't compare a comparably equipped
Windows platform to a comparable Linux platform. How do you add it up
though? Whose products do you pick and whose products do you ignore? It's a
horrible can of worms. I tried to do it. To build the comprehensive list so
that we could compare a Microsoft Windows that's fully equipped like a Linux
distribution and I was able to exceed the number of advisories. I just felt
dirty doing it and in the process of doing it. Besides, I came to the
realization that the bug count isn't what really mattered.

What really matters is that the bugs are getting fixed so you aren't online
without protection and that the updates were easy to track and install. Both
of which Microsoft is in serious trouble with.

With Linux all of the updates for all of the different types of applications
come through a single path and in an automated way. It is a process very
much like the Windows Update service. The key here is that one update
service covers all of the products. On the Windows platform you can get the
Windows updates this way but what about all of the third party applications
we needed to have the same functionality as Linux? Each of those need to be
searched for or are hidden inside the application themselves.

In my research I found one particularly nasty Microsoft bug that really
emphasizes this point. I am talking about the GDI+ buffer overflow with JPEG
processing [13]. They put out a security bulletin and they released a patch
for each of their affected products but they never identified who put the
SDK library in their products and each of those products linked to it
individually. Not only did this mean users had to be experts that researched
the update on their own, but they also had to manually install it in each
location. You have to admit, that sure isn't as nice as the centralized
updating that Linux has. It seems more like a tidal wave to me.

Then there are the issues related to actually fixing the bugs that are
known. Again, Secunia makes it really easy to see. Of the 76 advisories
Microsoft 2000 Sever still had a whopping 20% outstanding and one of them
was rated "Highly Critical". Red Hat Enterprise Linux had fewer than 1%
outstanding and it was rated only "Moderately Critical". So much for fewer
security updates meaning you are more secure and let's not even talk about
the Internet Explorer Web browser. Because it is so insecure that the United
States government, through the Computer Emergency Readiness Team, had to
issue a warning to use any browser besides IE. [14] Yet, to use Windows
Update you have to use IE. It's just not fair.

Then there is the issue of design. Linux was designed to be in a hostile
Internet centric world. As people were programming it they knew this and it
no doubt played a role in the designs of their products. With Linux you will
find that firewalls are enabled by default, users rarely login as
administrators, server applications run as users that have limited rights,
etc. In Windows these obvious things were an afterthought. Finally put into
Windows XP with the creation of SP2, well mostly. I think it's because of
the mindset that Windows is for end users on either private networks or no
network at all that Microsoft has been hit so hard by security issues. It's
of course equally possible that the issue is entirely different. Maybe they
don't fix the security holes because it's considered a feature. I know they
said as much about the Windows Messenger Service [15] even though it was
being actively used to send banner advertisements to desktops around the
world.

Perhaps Microsoft is finding that the standard software wisdom about bugs
[16] being less expensive to fix before a product ships is true because
after several years of having security as the number one focus they are as
plagued or more plagued by security issues than ever before. Maybe pouring
money on the problem won't fix it? I mean come on Even before Windows XP
[17] - we knew these things but it still shipped with the stupid default
settings and we STILL have 20% of their advisories unfixed. How can anyone
feel safe running on a Microsoft platform?

Linux provides a better paradigm. It costs less, it is more secure, and
perhaps most importantly of all it isn't controlled by a single vendor.
While Red Hat is the largest distributer of Linux and does provide a
comprehensive support system and legal protections for their customers, they
aren't alone. Major companies like IBM, HP, and Novell are all deeply
involved with Linux but none of them are in control of it.

Because of Linux, the future of computing is commodity. By the year 2000,
Linux already represented billions of dollars worth of development effort
[18] and it's owned collectively by each one of us. The savings will follow
and you can count on getting what you pay for or there will be someone else
that is there for you on the terms that you want. The tide has turned and
Microsoft is going to get wet. From my perspective they already are all
washed up.

It's all an issue of attitude. Linux follows the share and share alike [19]
mindset where as Microsoft seems to have the greedy mindset of it's all mine
and I want to get paid for it now [20]. Well Bill, Steve, and talking
parrots, that's not very nice. As I have shown there are good reasons for
using Linux as the better alternative to Windows. Give my friends at Red Hat
a call. I am sure they could comp. you a copy. Anyway.....

Like I said: It's time for anyone running a Windows PC to switch to Linux.

I really appreciate you taking the time to read my letter and I hope that it
gets you motivated to make the switch or, if you already have, that it just
makes you feel all warm and fuzzy inside.


Sincerely,


Chris Spencer
chris at digitalfreedoms dot org



Links (in order used):

[1] "Spyware on My Machine? So What?", Michelle Delio, December 6, 2004,
http://www.wired.com/news/print/0,1294,65906,00.html

[2] "Your PC May Be Less Secure Than You Think", Paul Roberts, October 25,
2004, http://www.pcworld.com/news/article/0,aid,118311,00.asp

[3] "Get the Facts Home", December 14, 2004,
http://www.microsoft.com/windowsserversystem/facts/default.mspx

[4] "Microsoft 2003 Form 10-K", Retrieved December 16, 2004,
http://www.microsoft.com/msft/ar03/alt/item_one.htm

[5] "The Warped Perspective", Tom Nadeau, June 28, 2001,
http://www.os2hq.com/archives/wp38.htm

[6] "Linux: Fewer Bugs Than Rivals", Michelle Dellio, December 14, 2004,
http://www.wired.com/news/linux/0,1411,66022,00.html?tw=wn_story_top5

[7] "Comparing free and proprietary defect rates", Joe Brockmeier, Retrieved
December 16, 2004, http://lwn.net/Articles/22623/

[8] "License fees and GDP per capita", Rishab Aiyer Ghosh, Retrieved
December 16, 2004, 
http://www.firstmonday.org/issues/issue8_12/ghosh/index.html

[9] "Study: Linux Is Still Cheaper Then Windows", Matthew Broersma, December
14, 2004, http://www.pcworld.com/news/article/0,aid,118937,00.asp

[10] "Secunia - Vulnerability Report - Microsoft Windows 2000 Server",
Retrieved December 16, 2004, http://secunia.com/product/20/

[11] "Secunia - Vulnerability Report - RedHat Enterprise Linux ES 3",
Retrieved December 16, 2004, http://secunia.com/product/2535/

[12] "Secunia - Vulnerability Report - RedHat Enterprise Linux ES 2.1",
Retrieved December 16, 2004, http://secunia.com/product/1306/

[13] "Microsoft Security Bulletin MS04-028", Retrieved December 16, 2004,
http://www.microsoft.com/technet/security/bulletin/MS04-028.mspx

[14] "CERT recommends anything but IE", John Oates, June 28, 2004,
http://www.theregister.co.uk/2004/06/28/cert_ditch_explorer/

[15] "Microsoft's Help System Needs Help", Stuart J. Johnston, Retrieved
December 16, 2004, 
http://www.pcworld.com/reviews/article/0,aid,113742,pg,2,00.asp

[16] "Software Testing", Retrieved December 16, 2004,
http://en.wikipedia.org/wiki/Software_testing

[17] "Microsoft: Bad security, or bad press?", Elinor Millis Abreu,
September 28, 1999,
http://www.cnn.com/TECH/computing/9909/28/ms.security.idg/

[19] "Counting Source Lines of Code (SLOC)", Retrieved December 17, 2004,
http://www.dwheeler.com/sloc/

[19] "GNU Operating System - Free Software Foundation", Retrieved December
16, 2004, http://www.gnu.org/

[20] "Desktop Linux is Windows piracy aide", Michael Kanellos, September 30,
2004, http://www.cnn.com/TECH/computing/9909/28/ms.security.idg/


Vendor Links (for any vendors mentioned, in alphabetical order):
CERT: http://www.us-cert.gov
Cybersource: http://www.cyber.com.au/
IBM http://www.ibm.com/
Microsoft http://www.microsoft.com/
Red Hat http://www.redhat.com/
Secunia http://www.secunia.com/ License: Creative Commons
Attribution-NonCommercial-ShareAlike 2.0

            

About the author
Chris Spencer has been a Unix systems administrator for a decade, a Linux
enthusiast since 1993, and Linux has been his desktop OS since 2002. He
works for Western Illinois University ... but my opinions in no way
represent them (they still use Windows). Above all he believes that open
source software will cure the piracy problem. 



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