When Linux Spooked Microsoft: Remembering 1998's Leaked 'Halloween Documents'

It happened a quarter of a century ago. The New York Times wrote that "An internal memorandum reflecting the views of some of Microsoft's top executives and software development managers reveals deep concern about the threat of free software and proposes a number of strategies for competing against free programs that have recently been gaining in popularity." The memo warns that the quality of free software can meet or exceed that of commercial programs and describes it as a potentially serious threat to Microsoft. The document was sent anonymously last week to Eric Raymond, a key figure in a loosely knit group of software developers who collaboratively create and distribute free programs ranging from operating systems to Web browsers. Microsoft executives acknowledged that the document was authentic... In addition to acknowledging that free programs can compete with commercial software in terms of quality, the memorandum calls the free software movement a "long-term credible" threat and warns that employing a traditional Microsoft marketing strategy known as "FUD," an acronym for "fear, uncertainty and doubt," will not succeed against the developers of free software. The memorandum also voices concern that Linux is rapidly becoming the dominant version of Unix for computers powered by Intel microprocessors. The competitive issues, the note warns, go beyond the fact that the software is free. It is also part of the open-source software, or O.S.S., movement, which encourages widespread, rapid development efforts by making the source code - that is, the original lines of code written by programmers - readily available to anyone. This enables programmers the world over to continually write or suggest improvements or to warn of bugs that need to be fixed. The memorandum notes that open software presents a threat because of its ability to mobilize thousands of programmers. "The ability of the O.S.S. process to collect and harness the collective I.Q. of thousands of individuals across the Internet is simply amazing," the memo states. "More importantly, O.S.S. evangelization scales with the size of the Internet much faster than our own evangelization efforts appear to scale." Back in 1998, Slashdot's CmdrTaco covered the whole brouhaha - including this CNN article:A second internal Microsoft memo on the threat Linux poses to Windows NT calls the operating system "a best-of-breed Unix" and wonders aloud if the open-source operating system's momentum could be slowed in the courts. As with the first "Halloween Document," the memo - written by product manager Vinod Valloppillil and another Microsoft employee, Josh Cohen - was obtained by Linux developer Eric Raymond and posted on the Internet. In it, Cohen and Valloppillil, who also authored the first "Halloween Document," appear to suggest that Microsoft could slow the open-source development of Linux with legal battles. "The effect of patents and copyright in combating Linux remains to be investigated," the duo wrote. Microsoft's slogain in 1998 was "Where do you want to go today?" So Eric Raymond published the documents on his web site under the headline "Where will Microsoft try to drag you today? Do you really want to go there?" 25 years later, and it's all still up there and preserved for posterity on Raymond's web page - a collection of leaked Microsoft documents and related materials known collectively as "the Halloween documents." And Raymond made a point of thanking the writers of the documents, "for authoring such remarkable and effective testimonials to the excellence of Linux and open-source software in general." Thanks to long-time Slashdot reader mtaht for remembering the documents' 25th anniversary...

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