Free as in Freedom: Richard Stallman's Crusade for Free Software Part 16

Stallman cites a number of issues when explaining the delay. The Lotus and Apple lawsuits had provided political distractions, which, coupled with Stallman's inability to type, made it difficult for Stallman to lend a helping hand to the HURD team. Stallman also cites poor communication between various portions of the GNU Project. "We had to do a lot of work to get the debugging environment to work," he recalls. "And the people maintaining GDB at the time were not that cooperative." Mostly, however, Stallman says he and the other members of the GNU Project team underestimated the difficulty of expanding the Mach microkernal into a full-fledged Unix kernel.

"I figured, OK, the [Mach] part that has to talk to the machine has already been debugged," Stallman says, recalling the HURD team's troubles in a 2000 speech.

"With that head start, we should be able to get it done faster. But instead, it turned out that debugging these asynchronous mult.i.threaded programs was really hard.

There were timing books that would clobber the files, and that's no fun. The end result was that it took many, many years to produce a test version."See Maui High Performance Computing Center Speech.

Whatever the excuse, or excuses, the concurrent success of the Linux-kernel team created a tense situation.

Sure, the Linux kernel had been licensed under the GPL, but as Murdock himself had noted, the desire to treat Linux as a purely free software operating system was far from uniform. By late 1993, the total Linux user population had grown from a dozen or so Minix enthusiasts to somewhere between 20,000 and 100,000.GNU/Linux user-population numbers are sketchy at best, which is why I've provided such a broad range. The 100,000 total comes from the Red Hat "Milestones" site, http://www.redhat.com/about/corporate/milestones.html.

What had once been a hobby was now a marketplace ripe for exploitation. Like Winston Churchill watching Soviet troops sweep into Berlin, Stallman felt an understandable set of mixed emotions when it came time to celebrate the Linux "victory."I wrote this Winston Churchill a.n.a.logy before Stallman himself sent me his own unsolicited comment on Churchill: World War II and the determination needed to win it was a very strong memory as I was growing up.

Statements such as Churchill's, "We will fight them in the landing zones, we will fight them on the beaches .

. . we will never surrender," have always resonated for me.

Although late to the party, Stallman still had clout.

As soon as the FSF announced that it would lend its money and moral support to Murdock's software project, other offers of support began rolling in. Murdock dubbed the new project Debian-a compression of his and his wife, Deborah's, names-and within a few weeks was rolling out the first distribution. "[Richard's support] catapulted Debian almost overnight from this interesting little project to something people within the community had to pay attention to," Murdock says.

In January of 1994, Murdock issued the " Debian Manifesto." Written in the spirit of Stallman's "GNU Manifesto" from a decade before, it explained the importance of working closely with the Free Software Foundation. Murdock wrote: The Free Software Foundation plays an extremely important role in the future of Debian. By the simple fact that they will be distributing it, a message is sent to the world that Linux is not a commercial product and that it never should be, but that this does not mean that Linux will never be able to compete commercially. For those of you who disagree, I challenge you to rationalize the success of GNU Emacs and GCC, which are not commercial software but which have had quite an impact on the commercial market regardless of that fact.

The time has come to concentrate on the future of Linux rather than on the destructive goal of enriching oneself at the expense of the entire Linux community and its future. The development and distribution of Debian may not be the answer to the problems that I have outlined in the Manifesto, but I hope that it will at least attract enough attention to these problems to allow them to be solved. Shortly after the Manifesto's release, the Free Software Foundation made its first major request. Stallman wanted Murdock to call its distribution "GNU/Linux." At first, Murdock says, Stallman had wanted to use the term " Lignux"-"as in Linux with GNU at the heart of it"-but a sample testing of the term on Usenet and in various impromptu hacker focus groups had merited enough catcalls to convince Stallman to go with the less awkward GNU/Linux.

Although some would dismiss Stallman's attempt to add the "GNU" prefix as a belated quest for credit, Murdock saw it differently. Looking back, Murdock saw it as an attempt to counteract the growing tension between GNU Project and Linux-kernel developers. "There was a split emerging," Murdock recalls. "Richard was concerned."

The deepest split, Murdock says, was over glibc. Short for GNU C Library, glibc is the package that lets programmers make "system calls" directed at the kernel.

Over the course of 1993-1994, glibc emerged as a troublesome bottleneck in Linux development. Because so many new users were adding new functions to the Linux kernel, the GNU Project's glibc maintainers were soon overwhelmed with suggested changes. Frustrated by delays and the GNU Project's growing reputation for foot-dragging, some Linux developers suggested creating a " fork"-i.e., a Linux-specific C Library parallel to glibc.

In the hacker world, forks are an interesting phenomenon. Although the hacker ethic permits a programmer to do anything he wants with a given program's source code, most hackers prefer to pour their innovations into a central source-code file or "

tree" to ensure compatibility with other people's programs. To fork glibc this early in the development of Linux would have meant losing the potential input of hundreds, even thousands, of Linux developers. It would also mean growing incompatibility between Linux and the GNU system that Stallman and the GNU team still hoped to develop.

As leader of the GNU Project, Stallman had already experienced the negative effects of a software fork in 1991. A group of Emacs developers working for a software company named Lucid had a falling out over Stallman's unwillingness to fold changes back into the GNU Emacs code base. The fork had given birth to a parallel version, Lucid Emacs, and hard feelings all around.Jamie Zawinski, a former Lucid programmer who would go on to head the Mozilla development team, has a web site that doc.u.ments the Lucid/GNU Emacs fork, t.i.tled, "The Lemacs/FSFmacs Schism." http://www.jwz.org/doc/lemacs.html

Murdock says Debian was mounting work on a similar fork in glibc source code that motivated Stallman to insist on adding the GNU prefix when Debian rolled out its software distribution. "The fork has since converged.

Still, at the time, there was a concern that if the Linux community saw itself as a different thing as the GNU community, it might be a force for disunity."

Stallman seconds Murdock's recollection. In fact, he says there were nascent forks appearing in relation to every major GNU component. At first, Stallman says he considered the forks to be a product of sour grapes. In contrast to the fast and informal dynamics of the Linux-kernel team, GNU source-code maintainers tended to be slower and more circ.u.mspect in making changes that might affect a program's long-term viability. They also were unafraid of harshly critiquing other people's code. Over time, however, Stallman began to sense that there was an underlying lack of awareness of the GNU Project and its objectives when reading Linux developers' emails.

"We discovered that the people who considered themselves Linux users didn't care about the GNU Project," Stallman says. "They said, 'Why should I bother doing these things? I don't care about the GNU Project. It's working for me. It's working for us Linux users, and nothing else matters to us.' And that was quite surprising given that people were essentially using a variant of the GNU system, and they cared so little. They cared less than anybody else about GNU."

While some viewed descriptions of Linux as a "variant"

of the GNU Project as politically grasping, Murdock, already sympathetic to the free software cause, saw Stallman's request to call Debian's version GNU/Linux as reasonable. "It was more for unity than for credit,"

he says.

Requests of a more technical nature quickly followed.

Although Murdock had been accommodating on political issues, he struck a firmer pose when it came to the design and development model of the actual software.

What had begun as a show of solidarity soon became of model of other GNU projects.

"I can tell you that I've had my share of disagreements with him," says Murdock with a laugh. "In all honesty Richard can be a fairly difficult person to work with."

In 1996, Murdock, following his graduation from Purdue, decided to hand over the reins of the growing Debian project. He had already been ceding management duties to Bruce Perens, the hacker best known for his work on Electric Fence, a Unix utility released under the GPL.

Perens, like Murdock, was a Unix programmer who had become enamored of GNU/Linux as soon as the program's Unix-like abilities became manifest. Like Murdock, Perens sympathized with the political agenda of Stallman and the Free Software Foundation, albeit from afar.

"I remember after Stallman had already come out with the GNU Manifesto, GNU Emacs, and GCC, I read an article that said he was working as a consultant for Intel," says Perens, recalling his first brush with Stallman in the late 1980s. "I wrote him asking how he could be advocating free software on the one hand and working for Intel on the other. He wrote back saying, 'I work as a consultant to produce free software.' He was perfectly polite about it, and I thought his answer made perfect sense."

As a prominent Debian developer, however, Perens regarded Murdock's design battles with Stallman with dismay. Upon a.s.suming leadership of the development team, Perens says he made the command decision to distance Debian from the Free Software Foundation. "I decided we did not want Richard's style of micro-management," he says.

According to Perens, Stallman was taken aback by the decision but had the wisdom to roll with it. "He gave it some time to cool off and sent a message that we really needed a relationship. He requested that we call it GNU/Linux and left it at that. I decided that was fine. I made the decision unilaterally. Everybody breathed a sigh of relief."

Over time, Debian would develop a reputation as the hacker's version of Linux, alongside Slackware, another popular distribution founded during the same 1993-1994 period. Outside the realm of hacker-oriented systems, however, Linux was picking up steam in the commercial Unix marketplace. In North Carolina, a Unix company billing itself as Red Hat was revamping its business to focus on Linux. The chief executive officer was Robert Young, the former Linux Journal editor who in 1994 had put the question to Linus Torvalds, asking whether he had any regrets about putting the kernel under the GPL.

To Young, Torvalds' response had a "profound" impact on his own view toward Linux. Instead of looking for a way to corner the GNU/Linux market via traditional software tactics, Young began to consider what might happen if a company adopted the same approach as Debian-i.e., building an operating system completely out of free software parts. Cygnus Solutions, the company founded by Michael Tiemann and John Gilmore in 1990, was already demonstrating the ability to sell free software based on quality and customizability. What if Red Hat took the same approach with GNU/Linux?

"In the western scientific tradition we stand on the shoulders of giants," says Young, echoing both Torvalds and Sir Isaac Newton before him. "In business, this translates to not having to reinvent wheels as we go along. The beauty of [the GPL] model is you put your code into the public domain.Young uses the term "public domain" incorrectly here.

Public domain means not protected by copyright.

GPL-protected programs are by definition protected by copyright.

If you're an independent software vendor and you're trying to build some application and you need a modem-dialer, well, why reinvent modem dialers? You can just steal PPP off of Red Hat Linux and use that as the core of your modem-dialing tool. If you need a graphic tool set, you don't have to write your own graphic library. Just download GTK. Suddenly you have the ability to reuse the best of what went before. And suddenly your focus as an application vendor is less on software management and more on writing the applications specific to your customer's needs."

Young wasn't the only software executive intrigued by the business efficiencies of free software. By late 1996, most Unix companies were starting to wake up and smell the brewing source code. The Linux sector was still a good year or two away from full commercial breakout mode, but those close enough to the hacker community could feel it: something big was happening.

The Intel 386 chip, the Internet, and the World Wide Web had hit the marketplace like a set of monster waves, and Linux-and the host of software programs that echoed it in terms of source-code accessibility and permissive licensing-seemed like the largest wave yet.

For Ian Murdock, the programmer courted by Stallman and then later turned off by Stallman's micromanagement style, the wave seemed both a fitting tribute and a fitting punishment for the man who had spent so much time giving the free software movement an ident.i.ty.

Like many Linux aficionados, Murdock had seen the original postings. He'd seen Torvalds's original admonition that Linux was "just a hobby." He'd also seen Torvalds's admission to Minix creator Andrew Tanenbaum: "If the GNU kernel had been ready last spring, I'd not have bothered to even start my project."This quote is taken from the much-publicized Torvalds-Tanenbaum "flame war" following the initial release of Linux. In the process of defending his choice of a nonportable monolithic kernel design, Torvalds says he started working on Linux as a way to learn more about his new 386 PC. "If the GNU kernel had been ready last spring, I'd not have bothered to even start my project." See Chris DiBona et al., Open Sources (O'Reilly & a.s.sociates, Inc., 1999): 224.

Like many, Murdock knew the opportunities that had been squandered. He also knew the excitement of watching new opportunities come seeping out of the very fabric of the Internet.

"Being involved with Linux in those early days was fun," recalls Murdock. "At the same time, it was something to do, something to pa.s.s the time. If you go back and read those old [comp.os.minix] exchanges, you'll see the sentiment: this is something we can play with until the HURD is ready. People were anxious. It's funny, but in a lot of ways, I suspect that Linux would never have happened if the HURD had come along more quickly."

By the end of 1996, however, such "what if" questions were already moot. Call it Linux, call it GNU/Linux; the users had spoken. The 36-month window had closed, meaning that even if the GNU Project had rolled out its HURD kernel, chances were slim anybody outside the hard-core hacker community would have noticed. The first Unix-like free software operating system was here, and it had momentum. All hackers had left to do was sit back and wait for the next major wave to come crashing down on their heads. Even the s.h.a.ggy-haired head of one Richard M. Stallman.

Ready or not.

Open Source

In November , 1995, Peter Salus, a member of the Free Software Foundation and author of the 1994 book, A Quarter Century of Unix , issued a call for papers to members of the GNU Project's "system-discuss" mailing list. Salus, the conference's scheduled chairman, wanted to tip off fellow hackers about the upcoming Conference on Freely Redistributable Software in Cambridge, Ma.s.sachusetts. Slated for February, 1996 and sponsored by the Free Software Foundation, the event promised to be the first engineering conference solely dedicated to free software and, in a show of unity with other free software programmers, welcomed papers on "any aspect of GNU, Linux, NetBSD, 386BSD, FreeBSD, Perl, Tcl/tk, and other tools for which the code is accessible and redistributable." Salus wrote: Over the past 15 years, free and low-cost software has become ubiquitous. This conference will bring together implementers of several different types of freely redistributable software and publishers of such software (on various media). There will be tutorials and refereed papers, as well as keynotes by Linus Torvalds and Richard Stallman.See Peter Salus, "FYI-Conference on Freely Redistributable Software, 2/2, Cambridge" (1995) (archived by Terry Winograd).

http://hci.stanford.edu/pcd-archives/pcd-fyi/1995/0078.html One of the first people to receive Salus' email was conference committee member Eric S. Raymond. Although not the leader of a project or company like the various other members of the list, Raymond had built a tidy reputation within the hacker community as a major contributor to GNU Emacs and as editor of The New Hacker Dictionary, a book version of the hacking community's decade-old Jargon File.

For Raymond, the 1996 conference was a welcome event.

Active in the GNU Project during the 1980s, Raymond had distanced himself from the project in 1992, citing, like many others before him, Stallman's "micro-management" style. "Richard kicked up a fuss about my making unauthorized modifications when I was cleaning up the Emacs LISP libraries," Raymond recalls.

"It frustrated me so much that I decided I didn't want to work with him anymore."

Despite the falling out, Raymond remained active in the free software community. So much so that when Salus suggested a conference pairing Stallman and Torvalds as keynote speakers, Raymond eagerly seconded the idea.

With Stallman representing the older, wiser contingent of ITS/Unix hackers and Torvalds representing the younger, more energetic crop of Linux hackers, the pairing indicated a symbolic show of unity that could only be beneficial, especially to ambitious younger (i.e., below 40) hackers such as Raymond. "I sort of had a foot in both camps," Raymond says.

By the time of the conference, the tension between those two camps had become palpable. Both groups had one thing in common, though: the conference was their first chance to meet the Finnish wunderkind in the flesh. Surprisingly, Torvalds proved himself to be a charming, affable speaker. Possessing only a slight Swedish accent, Torvalds surprised audience members with his quick, self-effacing wit.Although Linus Torvalds is Finnish, his mother tongue is Swedish. "The Rampantly Unofficial Linus FAQ" offers a brief explanation: Finland has a significant (about 6%) Swedish-speaking minority population. They call themselves "finlandssvensk" or "finlandssvenskar" and consider themselves Finns; many of their families have lived in Finland for centuries. Swedish is one of Finland's two official languages.

http://tuxedo.org/~esr/faqs/linus/ Even more surprising, says Raymond, was Torvalds'

equal willingness to take potshots at other prominent hackers, including the most prominent hacker of all, Richard Stallman. By the end of the conference, Torvalds' half-hacker, half-slacker manner was winning over older and younger conference-goers alike.

"It was a pivotal moment," recalls Raymond. "Before 1996, Richard was the only credible claimant to being the ideological leader of the entire culture. People who dissented didn't do so in public. The person who broke that taboo was Torvalds."

The ultimate breach of taboo would come near the end of the show. During a discussion on the growing market dominance of Microsoft Windows or some similar topic, Torvalds admitted to being a fan of Microsoft's PowerPoint slideshow software program. From the perspective of old-line software purists, it was like a Mormon bragging in church about his fondness of whiskey. From the perspective of Torvalds and his growing band of followers, it was simply common sense.

Why shun worthy proprietary software programs just to make a point? Being a hacker wasn't about suffering, it was about getting the job done.

"That was a pretty shocking thing to say," Raymond remembers. "Then again, he was able to do that, because by 1995 and 1996, he was rapidly acquiring clout."