Re: Previous consensus on not changing patent policy (Re: References to Redphone's patent)

2009-02-18 Thread Theodore Tso
On Mon, Feb 16, 2009 at 02:11:26PM -0800, Lawrence Rosen wrote:
 But are the 1,000 or so emails in recent days from the FSF campaign not a
 loud enough hum to recognize that our IPR policy is out of tune? This is not
 the first such open source campaign either. IETF needs a more sturdy process
 to deal with IPR issues. Please consider the suggestions now on the table.

Given how badly misinformed the FSF and their 1,000 blind followers
were --- no, it's not even a hum.  More like the sound of a Concord
taking off if an IETF meeting happened to be located in a hotel which
was unfortunately located too close to an airport's runways.  Full of
sound and jury, signifying nothing...  :-)

- Ted
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Re: How we got here, RE: References to Redphone's patent

2009-02-17 Thread Michael Richardson

 PHB == Hallam-Baker, Phillip pba...@verisign.com writes:
PHB The proposal that I made then was that when a working group is
PHB started, it specify the IPR criteria under which it is
PHB chartered. In some cases it makes perfect sense to charter a
PHB group that will be using encumbered technology. In other cases
PHB the entire purpose of the group requires that any technology be
PHB open and unencumbered.

  I didn't know you had proposed this.
  It's brilliant.  It means that we have decided things up-front.

  +1
   
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Re: Previous consensus on not changing patent policy (Re: References to Redphone's patent)

2009-02-17 Thread TSG

John Levine wrote:

But are the 1,000 or so emails in recent days from the FSF campaign
not a loud enough hum to recognize that our IPR policy is out of
tune?



Are you really saying that all it takes is a mob motivated by an
misleading screed to make the IETF change direction?
  

Yes  - exactly that.

From the sample of the FSF letters I read, many of the people writing
didn't know the difference between Redphone and Red Hat, and if as
many as two of them had even looked at the draft or IPR disclosure in
question, it'd be a lot.

The FSF's absolutist position on patents was set in stone 20 years
ago.  I don't see why we should be impressed if they occasionally
throw a handful of pebbles at us.

R's,
John
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Previous consensus on not changing patent policy (Re: References to Redphone's patent)

2009-02-16 Thread Harald Alvestrand

Lawrence Rosen wrote:

Chuck Powers wrote:
  

+1

That is a legal quagmire that the IETF (like all good standards
development groups) must avoid.



Chuck is not alone in saying that, as you have just seen.

These are the very people who refused to add patent policy to the charter
of the previous IPR WG, and who controlled consensus on that point last
time.
To be precise: Last time was at the San Francisco IETF meeting, March 
16-22 2003, and I was the one controlling consensus.


The minutes (at http://www.ietf.org/proceedings/03mar/132.htm ) show 
this conclusion, after much discussion:



1. do you wish this group to recharter to cdhange the IETF's IPR policy
hum for (some)
hom anti (more)
   fairly clear consensus against rechartering.  anyone disagree?

harald: will verified on mailing list, will lead to some debate.  if
consensus is reached against rechartering... the IETF will not consider
proposals to create or reactivate IPR wg before people with
compelling arg to do so.  those should be different than what
prevented so far.

Despite the abysmal spelling quality, it was pretty clear at the time 
that the arguments presented were not compelling. I haven't seen 
significant new arguments in the meantime; that doesn't mean they don't 
exist, just that I haven't seen them.


 Harald


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RE: Previous consensus on not changing patent policy (Re: References to Redphone's patent)

2009-02-16 Thread Lawrence Rosen
Harald Alvestrand writing about decisions made on March 16-22 2003:
  1. do you wish this group to recharter to cdhange the IETF's IPR policy
  hum for (some)
  hom anti (more)
 fairly clear consensus against rechartering.  anyone disagree?

Hi Harald,

Let's forget the past; I acknowledge we lost that argument then among those
few who bothered to hum. 

But are the 1,000 or so emails in recent days from the FSF campaign not a
loud enough hum to recognize that our IPR policy is out of tune? This is not
the first such open source campaign either. IETF needs a more sturdy process
to deal with IPR issues. Please consider the suggestions now on the table.

Best regards,

/Larry

Lawrence Rosen
Rosenlaw  Einschlag, a technology law firm (www.rosenlaw.com)
3001 King Ranch Road, Ukiah, CA 95482
707-485-1242 * cell: 707-478-8932 * fax: 707-485-1243
Skype: LawrenceRosen





 -Original Message-
 From: Harald Alvestrand [mailto:har...@alvestrand.no]
 Sent: Monday, February 16, 2009 5:10 AM
 To: lro...@rosenlaw.com
 Cc: ietf@ietf.org
 Subject: Previous consensus on not changing patent policy (Re: References
 to Redphone's patent)
 
 Lawrence Rosen wrote:
  Chuck Powers wrote:
 
  +1
 
  That is a legal quagmire that the IETF (like all good standards
  development groups) must avoid.
 
 
  Chuck is not alone in saying that, as you have just seen.
 
  These are the very people who refused to add patent policy to the
 charter
  of the previous IPR WG, and who controlled consensus on that point
 last
  time.
 To be precise: Last time was at the San Francisco IETF meeting, March
 16-22 2003, and I was the one controlling consensus.
 
 The minutes (at http://www.ietf.org/proceedings/03mar/132.htm ) show
 this conclusion, after much discussion:
 
  1. do you wish this group to recharter to cdhange the IETF's IPR policy
  hum for (some)
  hom anti (more)
 fairly clear consensus against rechartering.  anyone disagree?
 
  harald: will verified on mailing list, will lead to some debate.  if
  consensus is reached against rechartering... the IETF will not consider
  proposals to create or reactivate IPR wg before people with
  compelling arg to do so.  those should be different than what
  prevented so far.
 
 Despite the abysmal spelling quality, it was pretty clear at the time
 that the arguments presented were not compelling. I haven't seen
 significant new arguments in the meantime; that doesn't mean they don't
 exist, just that I haven't seen them.
 
   Harald

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Re: Previous consensus on not changing patent policy (Re: References to Redphone's patent)

2009-02-16 Thread John Levine
But are the 1,000 or so emails in recent days from the FSF campaign
not a loud enough hum to recognize that our IPR policy is out of
tune?

Are you really saying that all it takes is a mob motivated by an
misleading screed to make the IETF change direction?

From the sample of the FSF letters I read, many of the people writing
didn't know the difference between Redphone and Red Hat, and if as
many as two of them had even looked at the draft or IPR disclosure in
question, it'd be a lot.

The FSF's absolutist position on patents was set in stone 20 years
ago.  I don't see why we should be impressed if they occasionally
throw a handful of pebbles at us.

R's,
John
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RE: Previous consensus on not changing patent policy (Re: References to Redphone's patent)

2009-02-16 Thread Paul Hoffman
At 2:11 PM -0800 2/16/09, Lawrence Rosen wrote:
Let's forget the past; I acknowledge we lost that argument then among those
few who bothered to hum.

Many of us have heard this in various technical working groups when people who 
didn't get their way come back later. Such reconsiderations, particularly on 
topics of a non-protocol nature, are rarely embraced. We are humans with 
limited time and energy and focus.

But are the 1,000 or so emails in recent days from the FSF campaign not a
loud enough hum to recognize that our IPR policy is out of tune?

No, it is a statement that a group of people who are not active in the IETF 
want us to spend our time and effort to fix a problem they feel that they have.

 This is not
the first such open source campaign either. IETF needs a more sturdy process
to deal with IPR issues. Please consider the suggestions now on the table.

Where? I see no Internet Draft, nor any significant group of people who have 
said they are willing to work on the problem. Seriously, if this is a 
significant issue for this motivated group of people, they can do some research 
and write one (or probably more) Internet Drafts.

The IETF has never been swayed by blitzes of a mailing list asking for us to do 
someone else's technical work; we should not be swayed by similar blitzes 
asking us to do their policy work. We are, however, amazingly (and sometime 
painfully) open to discussing worked-out solutions of either a technical or 
policy nature. In this case, worked-out means a document that describes the 
the current solution, the advantages and disadvantages of it, a proposal for a 
new solution, and a transition plan.

--Paul Hoffman, Director
--VPN Consortium
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Re: Previous consensus on not changing patent policy (Re: References to Redphone's patent)

2009-02-16 Thread ned+ietf
 But are the 1,000 or so emails in recent days from the FSF campaign
 not a loud enough hum to recognize that our IPR policy is out of
 tune?

 Are you really saying that all it takes is a mob motivated by an
 misleading screed to make the IETF change direction?

I certainly hope not because, as you said previously, think what advantage
large companies would be able to take of it.

 From the sample of the FSF letters I read, many of the people writing
 didn't know the difference between Redphone and Red Hat,

Yeah, that was briefly amusing, as was the ones that wanted to stop the
standardization of TLS because of this patent.

Amusing at first, that is, then quite annoying.

 and if as
 many as two of them had even looked at the draft or IPR disclosure in
 question, it'd be a lot.

I think I spotted five that seemed to be somewhat informed. But even those
didn't do any sort of analysis of the disclosure or the patent application to
back up their assertions.

 The FSF's absolutist position on patents was set in stone 20 years
 ago.  I don't see why we should be impressed if they occasionally
 throw a handful of pebbles at us.

More to the point, the IETF IPR policy may be spot on or it may be a steaming
pile of crap, but this mail bombardment by the FSF proves nothing either way.

FWIW, I'm not happy with the current policy, but most of the sketches of
alternatives I've seen don't seem like changes for the better. Perhaps if they
were fully worked out in the form of a draft and all the loose ends were tied
off I'd change my mind.

Ned
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References to Redphone's patent

2009-02-13 Thread Lawrence Rosen
Lots of the recent emails on this list refer to Redphone's patent but
there is no such thing.

As anyone who has ever worked with real patents knows, there is a great
difference between a patent application and a patent. Whatever claims are
written in patent applications are merely wishes and hopes, placeholders for
negotiated language after a detailed examination of the application. Until
the PTO actually issues a patent, nothing is fixed. And even then,
newly-found prior art and other issues can defeat an issued patent. 

Why are we all so afraid of Redphone? Who gives a damn what patent claims
they hope to get? 

There's something wrong with the IETF process if spurious and self-serving
assertions that a patent application has been filed can serve to hold up
progress on important technology. I wish you'd ask real patent attorneys to
advise the community on this rather than react with speculation and a
generalized fear of patents.

/Larry

Lawrence Rosen
Rosenlaw  Einschlag, a technology law firm (www.rosenlaw.com)
3001 King Ranch Road, Ukiah, CA 95482
707-485-1242 * cell: 707-478-8932 * fax: 707-485-1243
Skype: LawrenceRosen

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Re: References to Redphone's patent

2009-02-13 Thread Thierry Moreau



Lawrence Rosen wrote:


Lots of the recent emails on this list refer to Redphone's patent but
there is no such thing.



In my emails, I used the reference to US patent application 11/234,404
as amended on 2008/01/25.


As anyone who has ever worked with real patents knows, there is a great
difference between a patent application and a patent. Whatever claims are
written in patent applications are merely wishes and hopes, placeholders for
negotiated language after a detailed examination of the application. Until
the PTO actually issues a patent, nothing is fixed. And even then,
newly-found prior art and other issues can defeat an issued patent. 



Indeed, plus the geographical applicability restrictions that are
determined 30 or 31 months after the priority date according to PCT
rules - the above patent application has national or regional 
applications in Australia, Canadian, and the EU (I didn't check the EPO 
database, perhaps it's not the whole EPC member states).



Why are we all so afraid of Redphone? Who gives a damn what patent claims
they hope to get? 



I guess (i.e. speculate) that it is more convenient for the FSF to get
publicity / support with a case involving a small organization without
significant market presence and lobbying resources that could retaliate
an FSF campaign more visibly. I thought the GnuTLS connection triggered
the FSF action, but Simon corrected me on this hypothesis.


There's something wrong with the IETF process if spurious and self-serving
assertions that a patent application has been filed can serve to hold up
progress on important technology. I wish you'd ask real patent attorneys to
advise the community on this rather than react with speculation and a
generalized fear of patents.



I agree.

You may notice that the FSF did not share (AFAIK) any result of
investigation into the patent application status which would include
some professional advice.

Actually, two PCT/WIPO search/examination reports are on-line, and one 
*denies* novelty to every claims but 3 of them, and denies inventive 
step to all of them! The patent applicant may (further) amend the claims 
at the national or regional phase, but the initial assessment is not so 
good for the patent applicant. Check by yourself, I do not provide 
professional advice in here.


So it's really the FSF campaign that is detracting the IETF process here 
in the way you are alluding above. The Redphone's IPR disclosure 1026 
verbatim does not detract the IETF process.


Again, finer investigations and analyses of IPR issues (finer than 
ideological opposition to patents) would be benefitial to the IETF.


Regards,


- Thierry Moreau


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RE: References to Redphone's patent

2009-02-13 Thread Lawrence Rosen
Thierry Moreau wrote:
 Check by yourself, I do not provide
 professional advice in here.

And that's why I made my suggestion that we do these analyses in a
professional manner! Too many patent-savvy attorneys (and their companies?)
expect the community to decide these things in a random fashion. The
IETF--collectively--needs professional advice, including from you. 

I will allow that you speak for yourself and offer no guarantees or
warranties. But expert attorneys need to give us their expert opinions about
the effects of specific patents on our specific work.

That's why I'm so irritated that the previous IPR WG, since disbanded
(fortunately), refused even to discuss a patent policy for IETF. Of course
such studied ignorance can lead to community displays of confusion and
anger. Hence the FSF campaign and others like it; entirely justified.

/Larry 

Lawrence Rosen
Rosenlaw  Einschlag, a technology law firm (www.rosenlaw.com)
3001 King Ranch Road, Ukiah, CA 95482
707-485-1242 * cell: 707-478-8932 * fax: 707-485-1243
Skype: LawrenceRosen


 -Original Message-
 From: Thierry Moreau [mailto:thierry.mor...@connotech.com]
 Sent: Friday, February 13, 2009 10:20 AM
 To: lro...@rosenlaw.com
 Cc: ietf@ietf.org
 Subject: Re: References to Redphone's patent
 
 
 
 Lawrence Rosen wrote:
 
  Lots of the recent emails on this list refer to Redphone's patent but
  there is no such thing.
 
 
 In my emails, I used the reference to US patent application 11/234,404
 as amended on 2008/01/25.
 
  As anyone who has ever worked with real patents knows, there is a great
  difference between a patent application and a patent. Whatever claims
 are
  written in patent applications are merely wishes and hopes, placeholders
 for
  negotiated language after a detailed examination of the application.
 Until
  the PTO actually issues a patent, nothing is fixed. And even then,
  newly-found prior art and other issues can defeat an issued patent.
 
 
 Indeed, plus the geographical applicability restrictions that are
 determined 30 or 31 months after the priority date according to PCT
 rules - the above patent application has national or regional
 applications in Australia, Canadian, and the EU (I didn't check the EPO
 database, perhaps it's not the whole EPC member states).
 
  Why are we all so afraid of Redphone? Who gives a damn what patent
 claims
  they hope to get?
 
 
 I guess (i.e. speculate) that it is more convenient for the FSF to get
 publicity / support with a case involving a small organization without
 significant market presence and lobbying resources that could retaliate
 an FSF campaign more visibly. I thought the GnuTLS connection triggered
 the FSF action, but Simon corrected me on this hypothesis.
 
  There's something wrong with the IETF process if spurious and self-
 serving
  assertions that a patent application has been filed can serve to hold
 up
  progress on important technology. I wish you'd ask real patent attorneys
 to
  advise the community on this rather than react with speculation and a
  generalized fear of patents.
 
 
 I agree.
 
 You may notice that the FSF did not share (AFAIK) any result of
 investigation into the patent application status which would include
 some professional advice.
 
 Actually, two PCT/WIPO search/examination reports are on-line, and one
 *denies* novelty to every claims but 3 of them, and denies inventive
 step to all of them! The patent applicant may (further) amend the claims
 at the national or regional phase, but the initial assessment is not so
 good for the patent applicant. Check by yourself, I do not provide
 professional advice in here.
 
 So it's really the FSF campaign that is detracting the IETF process here
 in the way you are alluding above. The Redphone's IPR disclosure 1026
 verbatim does not detract the IETF process.
 
 Again, finer investigations and analyses of IPR issues (finer than
 ideological opposition to patents) would be benefitial to the IETF.
 
 Regards,
 
 
 - Thierry Moreau

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RE: References to Redphone's patent

2009-02-13 Thread Ted Hardie
At 10:48 AM -0800 2/13/09, Lawrence Rosen wrote:
That's why I'm so irritated that the previous IPR WG, since disbanded
(fortunately), refused even to discuss a patent policy for IETF.

Armed with my calming cup of white tea, I point out that this is not
true.   The group considered the question of whether an update in
this area was required, and it declined to take on any change. 

The current policy is that IETF participants are required to notify
the IETF of any IPR which they reasonably and personally know
to cover a contribution.  This allows individual participants to make
informed decisions about whether they wish to support work
on those contributions and the WGs and IETF as a whole whether it
wishes to publish the work, given the known situation.

Taking that set of decisions out of the WGs and into a specialist
body has substantial risks, chief among them the risk that the body's
analysis of the risk does not come with insurance cover for the
decisions taken by individuals.  If the body says This patent
application is invalidated by prior art and the patent examiners
do not agree, those who have acted on that basis are in a troublesome
situation.  If the specialist body says This patent does not cover this draft
and a court later disagrees, the same is true.  Also, if the body says this
patent does cover this draft, it is the WG participants who spend
time and effort to develop an alternative, possibly only to later discover
that they would have disagreed with the specialist body on either
the coverage or the risks inherent in infringement.

The IPR working group also pointed out, repeatedly, the risk in demanding
that all submissions to the IETF have no known encumbrance:  anyone
can claim they have covering IPR at any time and use that tool to block progress
on a standard.  Given the value of maintaining a proprietary lock on some
areas, this is a substantial risk.

The IETF policy amounts to this:  you must disclose what you know, and the
people impacted by the decision make it.  I'm sorry that irritates you, Larry,
but I remain convinced that it is the right thing for the IETF.

Two cents and one bag of Moonlight Spice, steeped 5 minutes, worth
of opinion,
Ted Hardie
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Re: References to Redphone's patent

2009-02-13 Thread Thierry Moreau

Lawrence:

I think we are close to intellectual agreement([0]), but see below. 
(Nothing to do about my personal position as an [---] advice provider.)


Lawrence Rosen wrote:


Thierry Moreau wrote:


Check by yourself, I do not provide
professional advice in here.



And that's why I made my suggestion that we do these analyses in a
professional manner! Too many patent-savvy attorneys (and their companies?)
expect the community to decide these things in a random fashion. The
IETF--collectively--needs professional advice, including from you. 


I will allow that you speak for yourself and offer no guarantees or
warranties. But expert attorneys need to give us their expert opinions about
the effects of specific patents on our specific work.

That's why I'm so irritated that the previous IPR WG, since disbanded
(fortunately), refused even to discuss a patent policy for IETF. Of course
such studied ignorance can lead to community displays of confusion and
anger. Hence the FSF campaign and others like it; entirely justified.



Maybe s/justified/to be expected/? I don't quite follow how the FSF 
campaign may be justified if the underlying patent application details 
has been ignored.


If among the high volume e-mails triggerd by the FSF there was one based 
on finer investigation and analysis, I would expect the IESG to count 
this one as an IETF community participation. Simon, as a GnuTLS project 
leader, stated he did not read the patent.


You seem to suggest that studied ignorance should be fixed at the 
IETF/IESG institution level, and until done, the institution gets what 
it deserves (i.e. is hurt by FSF and othe campaigns as expected).


I'm comfortable with either way, fighting studied ignorance at the 
participant or institution level.


- Thierry Moreau

[0] intellectual agreement is distinct from agreement as understood 
by a lawyer and agreement in the terminology used in UP patent 
application 11/234,404 - by the way it's Friday afternoon!


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Re: References to Redphone's patent

2009-02-13 Thread Thomas Narten
j...@mercury.lcs.mit.edu (Noel Chiappa) writes:

  From: Lawrence Rosen lro...@rosenlaw.com

  the previous IPR WG .. refused even to discuss a patent policy for IETF.

 I thought the IETF sort of had one, though (see RFC mumble)?

 I definitely agree that the IETF could use some sort of permanent
 legal IPR consulting board that WG's could go to and say 'we have
 this IPR filing, what does it mean, and what is the likely impact on
 our work'.

Please don't go there.

IPR consultation is all about risk analysis. And risk to the IETF
vs. risk to me personally vs. risk to my employer vs. risk to somebody
else's employer, etc. All are VERY different things.

I don't see an IPR consulting board as being helpful at all. It will
still come down to someone else trying to tell *me* (or you) that I
(or you) shouldn't worry about something, yet it might well be *my*
(or your) skin if things go awry.

The IETF absolutely and fundamentally needs stay out of evaluating the
merits of potential IPR and what the associated risks are. This is
fundamentally an individual decision that every implementor needs to
make on their own.

This principle has been a bedrock of the IETF's IPR policy for a very
long time, and for good reason.

Oh, and another important point, even when we have IPR disclosures,
they are often for patent applications, which are not public, nor have
they been issued (so they are only potential patents). In such cases,
there is precious little an advisory board could tell us, other than
we don't know...

Thomas
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RE: References to Redphone's patent

2009-02-13 Thread Powers Chuck-RXCP20
+1 

That is a legal quagmire that the IETF (like all good standards
development groups) must avoid.


Regards, 
Chuck 
- 
Chuck Powers, 
Motorola, Inc 
phone: 512-427-7261
mobile: 512-576-0008
 

 -Original Message-
 From: ietf-boun...@ietf.org [mailto:ietf-boun...@ietf.org] On 
 Behalf Of Thomas Narten
 Sent: Friday, February 13, 2009 2:31 PM
 To: Noel Chiappa
 Cc: ietf@ietf.org
 Subject: Re: References to Redphone's patent
 
 j...@mercury.lcs.mit.edu (Noel Chiappa) writes:
 
   From: Lawrence Rosen lro...@rosenlaw.com
 
   the previous IPR WG .. refused even to discuss a 
 patent policy for IETF.
 
  I thought the IETF sort of had one, though (see RFC mumble)?
 
  I definitely agree that the IETF could use some sort of permanent
  legal IPR consulting board that WG's could go to and say 'we have
  this IPR filing, what does it mean, and what is the likely impact on
  our work'.
 
 Please don't go there.
 
 IPR consultation is all about risk analysis. And risk to the IETF
 vs. risk to me personally vs. risk to my employer vs. risk to somebody
 else's employer, etc. All are VERY different things.
 
 I don't see an IPR consulting board as being helpful at all. It will
 still come down to someone else trying to tell *me* (or you) that I
 (or you) shouldn't worry about something, yet it might well be *my*
 (or your) skin if things go awry.
 
 The IETF absolutely and fundamentally needs stay out of evaluating the
 merits of potential IPR and what the associated risks are. This is
 fundamentally an individual decision that every implementor needs to
 make on their own.
 
 This principle has been a bedrock of the IETF's IPR policy for a very
 long time, and for good reason.
 
 Oh, and another important point, even when we have IPR disclosures,
 they are often for patent applications, which are not public, nor have
 they been issued (so they are only potential patents). In such cases,
 there is precious little an advisory board could tell us, other than
 we don't know...
 
 Thomas
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Re: References to Redphone's patent

2009-02-13 Thread Scott Brim
Excerpts from Thomas Narten on Fri, Feb 13, 2009 03:30:41PM -0500:
  I definitely agree that the IETF could use some sort of permanent
  legal IPR consulting board that WG's could go to and say 'we have
  this IPR filing, what does it mean, and what is the likely impact on
  our work'.
 
 Please don't go there.
 
 IPR consultation is all about risk analysis. And risk to the IETF
 vs. risk to me personally vs. risk to my employer vs. risk to somebody
 else's employer, etc. All are VERY different things.

We tried the idea and came to those conclusions.  All the board could
do would be to utter platitudes.  

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RE: References to Redphone's patent

2009-02-13 Thread Lawrence Rosen
Chuck Powers wrote:
 +1
 
 That is a legal quagmire that the IETF (like all good standards
 development groups) must avoid.

Chuck is not alone in saying that, as you have just seen.

These are the very people who refused to add patent policy to the charter
of the previous IPR WG, and who controlled consensus on that point last
time.

Shall we ask the FSF members of IETF also to comment on the need for IETF to
develop a comprehensive policy toward patents so that encumbrances to
Internet standards can be understood and avoided in the future?

/Larry



 -Original Message-
 From: ietf-boun...@ietf.org [mailto:ietf-boun...@ietf.org] On Behalf Of
 Powers Chuck-RXCP20
 Sent: Friday, February 13, 2009 12:36 PM
 To: Thomas Narten; Noel Chiappa
 Cc: ietf@ietf.org
 Subject: RE: References to Redphone's patent
 
 +1
 
 That is a legal quagmire that the IETF (like all good standards
 development groups) must avoid.
 
 
 Regards,
 Chuck
 -
 Chuck Powers,
 Motorola, Inc
 phone: 512-427-7261
 mobile: 512-576-0008
 
 
  -Original Message-
  From: ietf-boun...@ietf.org [mailto:ietf-boun...@ietf.org] On
  Behalf Of Thomas Narten
  Sent: Friday, February 13, 2009 2:31 PM
  To: Noel Chiappa
  Cc: ietf@ietf.org
  Subject: Re: References to Redphone's patent
 
  j...@mercury.lcs.mit.edu (Noel Chiappa) writes:
 
From: Lawrence Rosen lro...@rosenlaw.com
 
the previous IPR WG .. refused even to discuss a
  patent policy for IETF.
 
   I thought the IETF sort of had one, though (see RFC mumble)?
 
   I definitely agree that the IETF could use some sort of permanent
   legal IPR consulting board that WG's could go to and say 'we have
   this IPR filing, what does it mean, and what is the likely impact on
   our work'.
 
  Please don't go there.
 
  IPR consultation is all about risk analysis. And risk to the IETF
  vs. risk to me personally vs. risk to my employer vs. risk to somebody
  else's employer, etc. All are VERY different things.
 
  I don't see an IPR consulting board as being helpful at all. It will
  still come down to someone else trying to tell *me* (or you) that I
  (or you) shouldn't worry about something, yet it might well be *my*
  (or your) skin if things go awry.
 
  The IETF absolutely and fundamentally needs stay out of evaluating the
  merits of potential IPR and what the associated risks are. This is
  fundamentally an individual decision that every implementor needs to
  make on their own.
 
  This principle has been a bedrock of the IETF's IPR policy for a very
  long time, and for good reason.
 
  Oh, and another important point, even when we have IPR disclosures,
  they are often for patent applications, which are not public, nor have
  they been issued (so they are only potential patents). In such cases,
  there is precious little an advisory board could tell us, other than
  we don't know...
 
  Thomas
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How we got here, RE: References to Redphone's patent

2009-02-13 Thread Hallam-Baker, Phillip
There is certainly something wrong, but the source is not necessarily the IETF. 
The USPTO seems to be a bigger source of the problem here.


There are many problems with the current approach of leaving patent policy to 
groups, not least the fact that case by case negotiation on a per-working group 
basis is the least likely to achieve what IETF participants want.

As we saw in the case of MASS, IPR holders are unlikely to make concessions in 
one working group unless they can expect reciprocity and that other IPR holders 
will be held to the same standards in other working groups.

At this point we do in fact understand how to grant a right to use a patent in 
an open source implementation in a manner that protects the interest of the IPR 
holder in enforcing reciprocal rights in the standard. But at the time we did 
not. The concept of a cure clause only came later.


There were many problems with the IETF patent process. Not least the fact that 
many of the participants had no idea what they were talking about. As far as I 
know, I was the only person to submit a proposal to that group that had a 
lawyer as a co-author. But that did not stop certain persons who are not 
lawyers and have never worked in a practices group as I have dismissing my 
position as being uninformed in their view.

I strongly suspect that one of the reasons for the current state of the IETF 
IPR policy is that the only people who get sufficiently interested in it to 
actually attend meetings tend to be open source ideologues, representatives of 
large IPR holders and private consultants offering expert testimony in patent 
disputes.


The proposal that I made then was that when a working group is started, it 
specify the IPR criteria under which it is chartered. In some cases it makes 
perfect sense to charter a group that will be using encumbered technology. In 
other cases the entire purpose of the group requires that any technology be 
open and unencumbered.

I also proposed that rather than attempting to create yet another patent 
policy, that the IETF simply outsource the approach. In OASIS a working group 
specifies the IPR policy at the start and may choose either an open or a 
proprietary one. In W3C all groups are required to have an open policy. 

What that means in practice is that it is possible to have a specification that 
has optional extensions that are encumbered or purportedly encumbered. But it 
must be possible to implement the spec without using the encumbered options.


Both policies are in theory vulnerable to the type of denial of standard by 
bogus assertion of IPR rights attack described. But in practice so are 
implementations. 



-Original Message-
From: ietf-boun...@ietf.org on behalf of Lawrence Rosen
Sent: Fri 2/13/2009 11:18 AM
To: ietf@ietf.org
Subject: References to Redphone's patent
 
Lots of the recent emails on this list refer to Redphone's patent but
there is no such thing.

As anyone who has ever worked with real patents knows, there is a great
difference between a patent application and a patent. Whatever claims are
written in patent applications are merely wishes and hopes, placeholders for
negotiated language after a detailed examination of the application. Until
the PTO actually issues a patent, nothing is fixed. And even then,
newly-found prior art and other issues can defeat an issued patent. 

Why are we all so afraid of Redphone? Who gives a damn what patent claims
they hope to get? 

There's something wrong with the IETF process if spurious and self-serving
assertions that a patent application has been filed can serve to hold up
progress on important technology. I wish you'd ask real patent attorneys to
advise the community on this rather than react with speculation and a
generalized fear of patents.

/Larry

Lawrence Rosen
Rosenlaw  Einschlag, a technology law firm (www.rosenlaw.com)
3001 King Ranch Road, Ukiah, CA 95482
707-485-1242 * cell: 707-478-8932 * fax: 707-485-1243
Skype: LawrenceRosen

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RE: References to Redphone's patent

2009-02-13 Thread Hallam-Baker, Phillip
No, please do not go there.

You do not want negotiating flexibility in this type of situation. Instead of 
looking how to arrive at a deal, the IETF needs to think about structuring the 
incentives so that there is no gain for a patent troll.


-Original Message-
From: ietf-boun...@ietf.org on behalf of Thomas Narten
Sent: Fri 2/13/2009 3:30 PM
To: Noel Chiappa
Cc: ietf@ietf.org
Subject: Re: References to Redphone's patent
 
j...@mercury.lcs.mit.edu (Noel Chiappa) writes:

  From: Lawrence Rosen lro...@rosenlaw.com

  the previous IPR WG .. refused even to discuss a patent policy for IETF.

 I thought the IETF sort of had one, though (see RFC mumble)?

 I definitely agree that the IETF could use some sort of permanent
 legal IPR consulting board that WG's could go to and say 'we have
 this IPR filing, what does it mean, and what is the likely impact on
 our work'.

Please don't go there.

IPR consultation is all about risk analysis. And risk to the IETF
vs. risk to me personally vs. risk to my employer vs. risk to somebody
else's employer, etc. All are VERY different things.

I don't see an IPR consulting board as being helpful at all. It will
still come down to someone else trying to tell *me* (or you) that I
(or you) shouldn't worry about something, yet it might well be *my*
(or your) skin if things go awry.

The IETF absolutely and fundamentally needs stay out of evaluating the
merits of potential IPR and what the associated risks are. This is
fundamentally an individual decision that every implementor needs to
make on their own.

This principle has been a bedrock of the IETF's IPR policy for a very
long time, and for good reason.

Oh, and another important point, even when we have IPR disclosures,
they are often for patent applications, which are not public, nor have
they been issued (so they are only potential patents). In such cases,
there is precious little an advisory board could tell us, other than
we don't know...

Thomas
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Re: References to Redphone's patent

2009-02-13 Thread Noel Chiappa
 From: Thomas Narten nar...@us.ibm.com

 IPR consultation is all about risk analysis. And risk to the IETF vs.
 risk to me personally vs. risk to my employer vs. risk to somebody
 else's employer, etc. All are VERY different things.
 ... It will still come down to someone else trying to tell *me* (or
 you) that I (or you) shouldn't worry about something ...

I am aware of all that (just as I am aware that until the judge/jury have
their say, advice from an attorney is just that, advice). What that says to
me is that anything from an IPR consulting board would have to carry
appropriate warning boilerplate about these sorts of issues.

Still, I think a lot of people in the IETF would find the professional
opinions of a competent expert _useful data_. Bearing in mind the
complexities of patent legalese, etc, etc, even having someone say 'this is
what IMO the claims mean, in English' would probaly be useful to a lot of
people. (Lord knows I find claims incomprehensible sometimes without a lot of
study - and I've been an expert witness in several patent suits!) Even having
their interpretation in front of you would probably be a substantial help
if/when you try and read the patent/filing yourself.

And there are all sorts of other useful data a patent attorney could offer.
To take but one example, Thierry Moreau's revelations today that for the
RedPhone application, a PCT/WIPO examination report denies novelty to all
claims but three is most interesting - but I would have no idea how to find
such things, if in fact I even knew they existed, and could be looked for.
(Which I didn't - and I have done an international patent, albeit some years
ago now!)


Also, most people involved in a business think it prudent to consult with an
attorney to gain detailed advice on legal issues that pertain to their
business dealings - why does the IETF think it has no need of similar expert
advice? Yes, any such advice has limits, but is no advice really better than
advice with limits? (And in passing, anyone who has consulted extensively with
attorneys in business matters eventually understands that all the attorney can
really do is offer advice - in the end, someone else has to make the decision,
because turning over decision-making to the attorneys is usually not
fruitful.)

To put it another way, experts have expertise in various fields, and it's
unwise to ignore expertise. You and I would think a lawyer who tried to
design a network, without asking advice from a network engineer, to be acting
unwisely, and to try and deal with _legal_ issues, without advice from a
_legal expert_, is to me equally unwise.


 This is fundamentally an individual decision that every implementor
 needs to make on their own.

Implentors will of course need to make their own individual decisions - but
again, anyone so making such decisions would be well-advised to either i)
consult an attorney, or ii) be associated with an organization that did it
for them.

Since a lot of people, especially lone implementors, aren't in a position to
do i), even an imperfect form of ii) (i.e. reading legal analysis provided by
expert contributors in the IETF, at the time the standard was drafted) is IMO
better than being thrown into the deep end without knowing how to swim in
legalese.

Noel
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Re: How we got here, RE: References to Redphone's patent

2009-02-13 Thread Brian E Carpenter
Phill,

On 2009-02-14 10:41, Hallam-Baker, Phillip wrote:
...
 The proposal that I made then was that when a working group is started, it 
 specify the IPR criteria under which it is chartered. In some cases it makes 
 perfect sense to charter a group that will be using encumbered technology. In 
 other cases the entire purpose of the group requires that any technology be 
 open and unencumbered.

We've been round that argument enough times that it's become a tradition.

A priori rules like that make no sense for the IETF.

1. They inhibit innovative thinking within the WG process, because
they mean that the major technical options must basically be
decided before you start, so that you can decide which IPR regime
is going to work. And if you decide a priori to be RF, the available
solutions are dramatically constrained. Or to say it more emotively:
all the good ideas have been patented anyway.

2. They would assist the patent trolls, who could make sure to
quietly acquire patents that encumber the 'royalty free' solution
just in time for the standard to be widely adopted.

Leaving the choice until later in the process isn't perfect,
but it reduces these two risks and matches the reality of
IPR laws and practices, which are heavily based on RAND and
reciprocity, like it or not.

IMHO, as always.

Brian
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RE: How we got here, RE: References to Redphone's patent

2009-02-13 Thread Hallam-Baker, Phillip

In my view major technical options should be decided before you start. This is 
a standards process, not an invention process.

I do not design protocols in committee, never have, never will. That type of 
work was possible when there were 40 people coming to IETF meetings and the 
problem was coordinating independent research projects. It is not a sensible 
use of people's time to do the type of unconstrained investigation you suggest 
with more than five people in the room.

Understanding the cost of the materials you intend to use is a key part of 
being an engineer. I like to work from price on the page catalogs. If a 
supplier wants to play 'guess my price' then I look to do the job another way.

What you suggest increases the leverage of patent trolls. The more working 
group effort is sunk into the idea that they claim proprietary ownership of, 
the more leverage they have. Moreover nobody can implement until the IPR issues 
are fully understood. 


-Original Message-
From: Brian E Carpenter [mailto:brian.e.carpen...@gmail.com]
Sent: Fri 2/13/2009 6:40 PM
To: Hallam-Baker, Phillip
Cc: ietf@ietf.org
Subject: Re: How we got here, RE: References to Redphone's patent
 
Phill,

On 2009-02-14 10:41, Hallam-Baker, Phillip wrote:
...
 The proposal that I made then was that when a working group is started, it 
 specify the IPR criteria under which it is chartered. In some cases it makes 
 perfect sense to charter a group that will be using encumbered technology. In 
 other cases the entire purpose of the group requires that any technology be 
 open and unencumbered.

We've been round that argument enough times that it's become a tradition.

A priori rules like that make no sense for the IETF.

1. They inhibit innovative thinking within the WG process, because
they mean that the major technical options must basically be
decided before you start, so that you can decide which IPR regime
is going to work. And if you decide a priori to be RF, the available
solutions are dramatically constrained. Or to say it more emotively:
all the good ideas have been patented anyway.

2. They would assist the patent trolls, who could make sure to
quietly acquire patents that encumber the 'royalty free' solution
just in time for the standard to be widely adopted.

Leaving the choice until later in the process isn't perfect,
but it reduces these two risks and matches the reality of
IPR laws and practices, which are heavily based on RAND and
reciprocity, like it or not.

IMHO, as always.

Brian

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Re: How we got here, RE: References to Redphone's patent

2009-02-13 Thread Henning Schulzrinne
I'll also add that we have now many working groups closing in on their  
ten-year anniversary, with a dozen RFCs to their credit. (DHC and AVT  
are probably among the oldest, but there are many others not far  
behind. AVT has about 90 RFCs listed.) I don't see how one can create  
a model that predicts the future that far ahead, and can be readily  
applicable across the range of items being specified. What's  
appropriate for a base spec may not be appropriate or necessary for a  
special-purpose extension.


Whether this WG model is a good one is another question, but it would  
seem peculiar to have the IPR model dictate how WGs are run in  
practice. (I suspect the pragmatic outcome would be that, say, RAI  
would have one WG for each IPR flavor...)


Also, most of the IPR these days seems to be filed by third parties,  
other than the I-D authors, often long after the I-D has been accepted  
as a WG item. (I think it would be interesting to do some statistics  
on who actually does the filing and at what stage of the I-D.) It  
would also be interesting to know whether any RFC author company has  
actually sued somebody for patent infringement, vs. the dozens of  
suits where third parties are involved. By now, we should have a fair  
amount of empirical data to know where the real threats are.


Henning

On Feb 13, 2009, at 6:40 PM, Brian E Carpenter wrote:


Phill,

On 2009-02-14 10:41, Hallam-Baker, Phillip wrote:
...
The proposal that I made then was that when a working group is  
started, it specify the IPR criteria under which it is chartered.  
In some cases it makes perfect sense to charter a group that will  
be using encumbered technology. In other cases the entire purpose  
of the group requires that any technology be open and unencumbered.


We've been round that argument enough times that it's become a  
tradition.


A priori rules like that make no sense for the IETF.

1. They inhibit innovative thinking within the WG process, because
they mean that the major technical options must basically be
decided before you start, so that you can decide which IPR regime
is going to work. And if you decide a priori to be RF, the available
solutions are dramatically constrained. Or to say it more emotively:
all the good ideas have been patented anyway.

2. They would assist the patent trolls, who could make sure to
quietly acquire patents that encumber the 'royalty free' solution
just in time for the standard to be widely adopted.

Leaving the choice until later in the process isn't perfect,
but it reduces these two risks and matches the reality of
IPR laws and practices, which are heavily based on RAND and
reciprocity, like it or not.

IMHO, as always.

   Brian
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RE: References to Redphone's patent

2009-02-13 Thread Contreras, Jorge

 
 Shall we ask the FSF members of IETF also to comment on the 
 need for IETF to
 develop a comprehensive policy toward patents so that encumbrances to
 Internet standards can be understood and avoided in the future?
 
 /Larry

IETF does have a patent policy.  It is at RFC 3979.  It may not be to
everyone's liking, but it does exist.
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