Events Leading To Creation: System
Events Leading To Creation: System
student Linus Torvalds to create a new free operating system kernel. Since then, the resulting
Linux kernel has been marked by constant growth throughout its history. Since the initial release
of its source code in 1991, it has grown from a small number of C files under a license
prohibiting commercial distribution to the 3.10 version in 2013 with more than 16 million lines
of source code under the GNU General Public License.[1]
Contents
Events leading to creation
After AT&T had dropped out of the Multics project, the Unix operating system was conceived
and implemented by Ken Thompson and Dennis Ritchie (both of AT&T Bell Laboratories) in
1969 and first released in 1970. Later they rewrote it in a new programming language, C, to
make it portable. The availability and portability of Unix caused it to be widely adopted, copied
and modified by academic institutions and businesses.
In 1983, Richard Stallman started the GNU project with the goal of creating a free UNIX-like
operating system.[2] As part of this work, he wrote the GNU General Public License (GPL). By
the early 1990s there was almost enough available software to create a full operating system.
However, the GNU kernel, called Hurd, failed to attract enough attention from developers,
leaving GNU incomplete.
Another free operating system project, initially released in 1977, was the Berkeley Software
Distribution (BSD). This was developed by UC Berkeley from the 6th edition of Unix from
AT&T. Since BSD contained Unix code that AT&T owned, AT&T filed a lawsuit (USL v.
BSDi) in the early 1990s against the University of California. This strongly limited the
development and adoption of BSD.[3][4]
In 1985, Intel released the 80386, the first x86 microprocessor with 32-bit instruction set and
MMU with paging.[5]
In 1986, Maurice J. Bach, of AT&T Bell Labs, published The Design of the UNIX Operating
System.[6] This definitive description principally covered the System V Release 2 kernel, with
some new features from Release 3 and BSD.
MINIX, a Unix-like system intended for academic use, was released by Andrew S. Tanenbaum
to exemplify the principles conveyed in his textbook, Operating Systems: Design and
Implementation in 1987. While source code for the system was available, modification and
redistribution were restricted. In addition, MINIX's 16-bit design was not well adapted to the 32-
bit features of the increasingly cheap and popular Intel 386 architecture for personal computers.
In the early nineties a commercial UNIX operating system for Intel 386 PCs was too expensive
for private users.[7]
These factors and the lack of a widely adopted, free kernel provided the impetus for Torvalds's
starting his project. He has stated that if either the GNU or 386BSD kernels were available at the
time, he likely would not have written his own.[8][9]
In 1991, in Helsinki, Linus Torvalds began a project that later became the Linux kernel. He
wrote the program specifically for the hardware he was using and independent of an operating
system because he wanted to use the functions of his new PC with an 80386 processor.
Development was done on MINIX using the GNU C compiler. The GNU C Compiler is still the
main choice for compiling Linux today. The code however, can be built with other compilers,
such as the Intel C Compiler.
As Torvalds wrote in his book Just for Fun,[10] he eventually ended up writing an operating
system kernel. On 25 August 1991, he announced this system in a Usenet posting to the
newsgroup "comp.os.minix.":[11]
I've currently ported bash(1.08) and gcc(1.40), and things seem to work. This implies that I'll get
something practical within a few months, and I'd like to know what features most people would
want. Any suggestions are welcome, but I won't promise I'll implement them :-)
Linus ([email protected])
PS. Yes – it's free of any minix code, and it has a multi-threaded fs. It is NOT portable (uses 386
task switching etc), and it probably never will support anything other than AT-harddisks, as
that's all I have :-(.
—Linus Torvalds[12]
Naming
Linus Torvalds had wanted to call his invention Freax, a portmanteau of "free", "freak", and "x"
(as an allusion to Unix). During the start of his work on the system, he stored the files under the
name "Freax" for about half of a year. Torvalds had already considered the name "Linux," but
initially dismissed it as too egotistical.[10]
In order to facilitate development, the files were uploaded to the FTP server (ftp.funet.fi) of
FUNET in September 1991. Ari Lemmke, Torvald's coworker at the Helsinki University of
Technology (HUT) who was one of the volunteer administrators for the FTP server at the time,
did not think that "Freax" was a good name. So, he named the project "Linux" on the server
without consulting Torvalds.[10] Later, however, Torvalds consented to "Linux".
To demonstrate how the word "Linux" should be pronounced ([ˈliːnɵks]), Torvalds included an
audio guide ( listen (help·info)) with the kernel source code.[13]
Linux under the GNU GPL
Torvalds first published the Linux kernel under its own licence, which had a restriction on
commercial activity.
The software to use with the kernel was software developed as part of the GNU project licensed
under the GNU General Public License, a free software license. The first release of the Linux
kernel, Linux 0.01, included a binary of GNU's Bash shell.[14]
In the "Notes for linux release 0.01", Torvalds lists the GNU software that is required to run
Linux:[14]
Sadly, a kernel by itself gets you nowhere. To get a working system you need a shell, compilers,
a library etc. These are separate parts and may be under a stricter (or even looser) copyright.
Most of the tools used with linux are GNU software and are under the GNU copyleft. These tools
aren't in the distribution - ask me (or GNU) for more info.[14]
In 1992, he suggested releasing the kernel under the GNU General Public License. He first
announced this decision in the release notes of version 0.12.[15] In the middle of December 1992
he published version 0.99 using the GNU GPL.[16]
Linux and GNU developers worked to integrate GNU components with Linux to make a fully
functional and free operating system.[17]
Torvalds has stated, “making Linux GPL'd was definitely the best thing I ever did.”[18]
The designation "Linux" was initially used by Torvalds only for the Linux kernel. The kernel
was, however, frequently used together with other software, especially that of the GNU project.
This quickly became the most popular adoption of GNU software. In June 1994 in GNU's
bulletin, Linux was referred to as a "free UNIX clone", and the Debian project began calling its
product Debian GNU/Linux. In May 1996, Richard Stallman published the editor Emacs 19.31,
in which the type of system was renamed from Linux to Lignux. This spelling was intended to
refer specifically to the combination of GNU and Linux, but this was soon abandoned in favor of
"GNU/Linux".[19]
This name garnered varying reactions. The GNU and Debian projects use the name, although
most people simply use the term "Linux" to refer to the combination.[20]
Official mascot
Main article: Tux
Tux
Torvalds announced in 1996 that there would be a mascot for Linux, a penguin. This was due to
the fact when they were about to select the mascot, Torvalds did mention he was bitten by a little
penguin (Eudyptula minor, J. R. Forster 1781) on a visit to the National Zoo & Aquarium,
Canberra, Australia. Larry Ewing provided the original draft of today's well known mascot based
on this description. The name Tux was suggested by James Hughes as derivative of Torvalds'
UniX.[10]
New development
Kernel
There are many other well-known maintainers for the Linux kernel beside Torvalds such as Alan
Cox and Marcelo Tosatti. Cox maintained version 2.2 of the kernel until it was discontinued at
the end of 2003. Likewise, Tosatti maintained version 2.4 of the kernel until the middle of 2006.
Andrew Morton steers the development and administration of the 2.6 kernel, which was released
on 18 December 2003 in its first stable incarnation. Also the older branches are still constantly
improved.
Community
The largest part of the work on Linux is performed by the community: the thousands of
programmers around the world that use Linux and send their suggested improvements to the
maintainers. Various companies have also helped not only with the development of the Kernels,
but also with the writing of the body of auxiliary software, which is distributed with Linux.
It is released both by organized projects such as Debian, and by projects connected directly with
companies such as Fedora and openSUSE. The members of the respective projects meet at
various conferences and fairs, in order to exchange ideas. One of the largest of these fairs is the
LinuxTag in Germany (currently in Berlin), where about 10,000 people assemble annually, in
order to discuss Linux and the projects associated with it.
The Open Source Development Lab (OSDL) was created in the year 2000, and is an independent
nonprofit organization which pursues the goal of optimizing Linux for employment in data
centers and in the carrier range. It served as sponsored working premises for Linus Torvalds and
also for Andrew Morton (until the middle of 2006 when Morton transferred to Google). Torvalds
works full-time on behalf of OSDL, developing the Linux Kernels.
On 22 January 2007, OSDL and the Free Standards Group merged to form The Linux
Foundation, narrowing their respective focuses to that of promoting GNU/Linux in competition
with Microsoft Windows.[21]
Companies
Despite being open-source, a few companies profit from Linux. These companies, most of which
are also members of the Open Source Development Lab, invest substantial resources into the
advancement and development of Linux, in order to make it suited for various application areas.
This includes hardware donations for driver developers, cash donations for people who develop
Linux software, and the employment of Linux programmers at the company. Some examples are
Dell, IBM and HP, which use Linux on their own servers, and Red Hat, which maintains its own
distribution. Likewise Digia supports Linux by the development and LGPL licensing of Qt,
which makes the development of KDE possible, and by employing some of the X and KDE
developers.
Desktop environments
KDE was the first advanced desktop environment, but it was controversial due to the then-
proprietary Qt toolkit used.[22] GNOME was developed as an alternative due to licensing
questions.[22] The two use a different underlying toolkit and thus involve different programming,
and are sponsored by two different groups, German nonprofit KDE e.V. and the United States
nonprofit GNOME Foundation.
As of April 2007, one journalist estimated that KDE had 65% of market share versus 26% for
GNOME.[22] In January 2008, KDE 4 was released prematurely with bugs, driving users to
GNOME.[23] GNOME 3, released in April 2011, was called an "unholy mess" by Linus Torvalds
due to its controversial design changes.[24]
Dissatisfaction with GNOME 3 led to a fork, Cinnamon, which is developed primarily by Linux
Mint developer Clement LeFebvre. This restores the more traditional desktop environment with
marginal improvements.
The relatively well-funded distribution Ubuntu designed (and released in June 2011) another user
interface called Unity which is radically different from the conventional desktop environment
and has been criticized as having various flaws[25] and lacking configurability.[26] The motivation
was a single desktop environment for desktops and tablets,[citation needed] although as of November
2012 Unity has yet to be used widely in tablets. However, the smartphone and tablet version of
Ubuntu and its Unity interface was unveiled by Canonical Ltd in January 2013.
"Linux is obsolete"
Main article: Tanenbaum–Torvalds debate
In 1992 Andrew S. Tanenbaum, recognized computer scientist and author of the Minix
microkernel system, wrote a Usenet article on the newsgroup comp.os.minix with the title
"Linux is obsolete",[27] which marked the beginning of a famous debate about the structure of the
then-recent Linux kernel. Among the most significant criticisms were that:
Tanenbaum's prediction that Linux would become outdated within a few years and replaced by
GNU Hurd (which he considered to be more modern) proved incorrect. Linux has been ported to
all major platforms and its open development model has led to an exemplary pace of
development. In contrast, GNU Hurd has not yet reached the level of stability that would allow it
to be used on a production server.[31] His dismissal of the Intel line of 386 processors as 'weird'
has also proven short-sighted, as the x86 series of processors and the Intel Corporation would
later become near ubiquitous in personal computers.
Samizdat
In his unpublished book Samizdat, Kenneth Brown claims that Torvalds illegally copied code
from MINIX. These claims have been refuted by Tanenbaum:[32]
He [Kenneth Brown] wanted to go on about the ownership issue, but he was also trying to avoid
telling me what his real purpose was, so he didn't phrase his questions very well. Finally he
asked me if I thought Linus wrote Linux. I said that to the best of my knowledge, Linus wrote
the whole kernel himself, but after it was released, other people began improving the kernel,
which was very primitive initially, and adding new software to the system--essentially the same
development model as MINIX. Then he began to focus on this, with questions like: "Didn't he
steal pieces of MINIX without permission." I told him that MINIX had clearly had a huge
influence on Linux in many ways, from the layout of the file system to the names in the source
tree, but I didn't think Linus had used any of my code.
The book's claims, methodology and references were seriously questioned and in the end it was
never released and was delisted from the distributor's site.
Although Torvalds has said that Microsoft's feeling threatened by Linux in the past was of no
consequence to him, the Microsoft and Linux camps had a number of antagonistic interactions
between 1997 and 2001. This became quite clear for the first time in 1998, when the first
Halloween document was brought to light by Eric S. Raymond. This was a short essay by a
Microsoft developer that sought to lay out the threats posed to Microsoft by free software and
identified strategies to counter these perceived threats.
Competition entered a new phase in the beginning of 2004, when Microsoft published results
from customer case studies evaluating the use of Windows vs. Linux under the name “Get the
Facts” on its own web page. Based on inquiries, research analysts, and some Microsoft
sponsored investigations, the case studies claimed that enterprise use of Linux on servers
compared unfavorably to the use of Windows in terms of reliability, security, and total cost of
ownership.[35]
In response, commercial Linux distributors produced their own studies, surveys and testimonials
to counter Microsoft's campaign. Novell's web-based campaign at the end of 2004 was entitled
“Unbending the truth” and sought to outline the advantages as well as dispelling the widely
publicized legal liabilities of Linux deployment (particularly in light of the SCO v IBM case).
Novell particularly referenced the Microsoft studies in many points. IBM also published a series
of studies under the title “The Linux at IBM competitive advantage” to again parry Microsoft's
campaign. Red Hat had a campaign called “Truth Happens” aimed at letting the performance of
the product speak for itself, rather than advertising the product by studies.[citation needed]
In the autumn of 2006, Novell and Microsoft announced an agreement to co-operate on software
interoperability and patent protection.[36] This included an agreement that customers of either
Novell or Microsoft may not be sued by the other company for patent infringement. This patent
protection was also expanded to non-commercial free software developers . The last part was
criticized because it only included non-commercial free software developers.
In July 2009, Microsoft submitted 22,000 lines of source code to the Linux kernel under the
GPLV2 license, which were subsequently accepted. Although this has been referred to as "a
historic move" and as a possible bellwether of an improvement in Microsoft's corporate attitudes
toward Linux and open-source software, the decision was not altogether altruistic, as it promised
to lead to significant competitive advantages for Microsoft and avoided legal action against
Microsoft. Microsoft was actually compelled to make the code contribution when Vyatta
principal engineer and Linux contributor Stephen Hemminger discovered that Microsoft had
incorporated a Hyper-V network driver, with GPL-licenced open source components, statically
linked to closed-source binaries in contravention of the GPL licence. Microsoft contributed the
drivers to rectify the licence violation, although the company attempted to portray it as a
charitable act, rather than one to avoid legal action against it. In the past Microsoft had termed
Linux a "cancer" and "communist".[37][38][39][40][41]
By 2011 Microsoft had become the 17th largest contributor to the Linux kernel.[42]
SCO
Main article: SCO-Linux controversies
In March 2003, the SCO Group accused IBM of violating their copyright on UNIX by
transferring code from UNIX to Linux. SCO claims ownership of the copyrights on UNIX and a
lawsuit was filed against IBM. Red Hat has countersued and SCO has since filed other related
lawsuits. At the same time as their lawsuit, SCO began selling Linux licenses to users who did
not want to risk a possible complaint on the part of SCO. Since Novell also claims the copyrights
to UNIX, it filed suit against SCO.
Trademark rights
In 1994 and 1995, several people from different countries attempted to register the name "Linux"
as a trademark. Thereupon requests for royalty payments were issued to several Linux
companies, a step with which many developers and users of Linux did not agree. Linus Torvalds
clamped down on these companies with help from Linux International and was granted the
trademark to the name, which he transferred to Linux International. Protection of the trademark
was later administered by a dedicated foundation, the non-profit Linux Mark Institute. In 2000,
Linus Torvalds specified the basic rules for the assignment of the licenses. This means that
anyone who offers a product or a service with the name Linux must possess a license for it,
which can be obtained through a unique purchase.
In June 2005, a new controversy developed over the use of royalties generated from the use of
the Linux trademark. The Linux Mark Institute, which represents Linus Torvalds' rights,
announced a price increase from 500 to 5,000 dollars for the use of the name. This step was
justified as being needed to cover the rising costs of trademark protection.
In response to this increase, the community became displeased, which is why Linus Torvalds
made an announcement on 21 August 2005, in order to dissolve the misunderstandings. In an e-
mail he described the current situation as well as the background in detail and also dealt with the
question of who had to pay license costs:
[...] And let’s repeat: somebody who doesn’t want to _protect_ that name would never do this.
You can call anything "MyLinux", but the downside is that you may have somebody else who
_did_ protect himself come along and send you a cease-and-desist letter. Or, if the name ends up
showing up in a trademark search that LMI needs to do every once in a while just to protect the
trademark (another legal requirement for trademarks), LMI itself might have to send you a cease-
and-desist-or-sublicense it letter.
At which point you either rename it to something else, or you sublicense it. See? It’s all about
whether _you_ need the protection or not, not about whether LMI wants the money or not.
[...] Finally, just to make it clear: not only do I not get a cent of the trademark money, but even
LMI (who actually administers the mark) has so far historically always lost money on it. That’s
not a way to sustain a trademark, so they’re trying to at least become self-sufficient, but so far I
can tell that lawyers fees to _give_ that protection that commercial companies want have been
higher than the license fees. Even pro bono lawyers charge for the time of their costs and
paralegals etc.
—Linus Torvalds[44]
The Linux Mark Institute has since begun to offer a free, perpetual worldwide sublicense.[45