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Businesses, educational institutions, governmental agencies and other organizations around the world are converting1 their computer operating systems from Microsoft Windows to Linux at an increasing pace. They are likewise converting their application programs from commercial software to free software (also referred to as open source software). There are at least 25 reasons for this situation, including:
(1) Because it is licensed under a free software license2, Linux (as well as other free software) is available at no cost. It can be downloaded from the Internet
for free, and it can be purchased in disk or box form at trivial cost.
One copy can be used on as many computers as desired with no
restrictions. This is in sharp contrast to Microsoft Windows, which can
easily cost US$100 or more per computer.
(2) Because it is free software, Linux is also free in the sense that anybody is permitted to modify it, including its source code,
in any way desired. If modified versions are not redistributed (i.e.,
given away or sold outside of an organization), they can be kept
secret. This is also in sharp contrast to Microsoft Windows, for which
modification of the software is generally not permitted. Source code is
the original version of a program as it is written by a programmer
using a programming language and before being converted by a compiler
into a form such that its instructions can be understood directly by a
computer's CPU (central processing unit); it is generally necessary to
have the source code in order to be able to make changes to a program.
This ability to freely experiment with and modify the source code, and
to do so without disclosing the modifications to outsiders, has been a
very important consideration for a number of large organizations3.
(3) High quality support for Linux is available for free on
the Internet, including in newsgroups and other forums. Some people
claim that this support is at least as good as that provided for proprietary
(i.e., commercial) operating systems for a fee. Linux support can also
be purchased on a commercial basis if desired. Among the types of
support that can be required for operating systems are help with
customization, assistance in installing new programs, patches to cope with new security threats and patches to fix newly discovered bugs (i.e., defects). Fortunately, the need for the last two types is relatively infrequent for Linux.
(4) There is little possibility that support for Linux will
be discontinued at some future date due to planned obsolescence or for
any other reason. This is because the source code will always be
available to anyone who wants it, including individuals who provide
support for free over the Internet and businesses which provide it for
a fee. In contrast, with Microsoft Windows and other proprietary
software for which the source code is usually kept secret, obtaining
support becomes difficult (from both a technical and a legal point of
view) if the developer decides to withdraw it (for example in order to
try to force users to pay for upgrades to newer versions).
(5) There is little or no fear of major obsolescence, planned or otherwise, with Linux. This is because the UNIX
architecture on which it is based has been exhaustively tested and
refined for more than 35 years and has proven to be extremely
efficient, robust
and secure. Improvements continue at a rapid pace, but new versions
remain basically compatible with the underlying UNIX architecture.
(6) There are no forced upgrades4
for Linux users. This because older versions continue to be supported
(e.g., with the development of new security patches and device drivers)
and because newer versions, if desired, are available for free (as is
all free software) and are typically highly compatible with older
versions. The developers of proprietary software, however, have strong
financial incentives to engage in planned obsolescence, namely, in
order to induce users of earlier versions to spend money to buy or
lease new versions.
(7) Should a user decide to upgrade to a newer version of
Linux, there are no licensing fees or other software costs if the user
selects a free distribution
(i.e., version). Moreover, the training, program
modification/conversion, hardware acquisition and other costs
associated with upgrading to a new version are also relatively low due
to the compatibility with earlier versions.
(8) Linux has no onerous requirements for keeping track of
licenses. In a company with hundreds or thousands of computers, a
number of full time personnel can be required just to make sure that
all of the computers in use are in compliance with the complex
licensing terms of the EULAs
(end user license agreements) for Microsoft Windows, Microsoft Office
and other proprietary software. And for Linux users there is no fear of
surprise audits by the BSA (Business Software Alliance)5, with possible severe penalties for minor license violations.
(9) Linux features superior security, including a very low rate of infection by viruses, trojans, worms, spyware and other malware.
This is because UNIX and all of its descendants (including Linux) been
designed from the ground up with security in mind, rather than having
attempts at security tacked on as an afterthought. For example, users
do not routinely use the system as the root
(i.e., administrative) user, thereby protecting key system files even
in the event of a break-in by a malicious intruder. Also, a robust
firewall is included in major distributions and it is enabled by
default. Another important factor is the free availability of the
source code, which allows thousands of people around the globe to
search for security vulnerabilities in it6.
(10) Linux is highly resistant to system crashes and rarely
needs rebooting (i.e., restarting). This can be very important for
large organizations for which even a few minutes of down time can
result in a substantial cost. The reason is that Linux has been
designed from the ground up to be an extremely stable and robust
operating system, incorporating all that has been learned about
attaining these goals from the more than 35 years of history of Unix-like operating systems.
(11) Although the number and variety of application
programs for Linux are not yet as large as those available for the
Microsoft Windows operating systems, an extensive selection already
exists and it is continuing to increase rapidly as more and more
developers start creating programs for Linux. Most Linux applications
are also free software (including nearly all of the most popular ones),
and many have features and performance equal or superior to those of
comparable applications for use with Microsoft Windows. In fact, users
often find that all the applications that they want are freely
available on the Internet and that it is no longer necessary to
purchase any commercial software.
(12) There is a choice of numerous distributions (several
hundred) of Linux, each with its own unique set of characteristics but
all basically compatible with each other. This allows users to select
the versions which best meet their specific requirements. It also means
that if one provider of Linux were to go out of business, there would
still be many others from which to choose. Moreover, it fosters a
healthy competition among them, thereby contributing to the continuous
improvements in Linux's quality and performance. If the choice seems
overwhelming, it is usually difficult to make a mistake by selecting
one of the most popular distributions, such as Red Hat or SuSE.
(13) Linux features a high degree of flexibility of
configuration, and a great deal of customization can be accomplished
very easily and without having to modify the source code. For example,
it is a simple matter to configure Linux during installation so that it
will be optimized for use as a workstation, desktop computer, notebook
computer, web server, database server or a router. Likewise, the appearance and behavior of the desktop, including icons
and menus, can be configured in an almost infinite number of ways,
according to user tastes or requirements. They can even be made to
resemble Microsoft Windows. Should this not be enough, the ability to
freely access, revise and recompile the source code allows virtually
unlimited flexibility of configuration.
(14) Linux and other free software uses open format
file formats. These are formats for word processing, spreadsheet and
other file types that conform to industry-wide standards and which can
be used by any developer of software to create compatible programs, in
contrast to the closed formats commonly used by some proprietary
software. This eliminates the problem of lock-in to proprietary
standards, with the consequent difficulty and expense of switching to
other software in the future. It allows the user to have complete
control of its data, particularly in the event that at some future date
the developer who originally created the software goes out of business
or stops supporting its earlier software.
(15) Linux is generally faster for a given set of hardware
specifications. This is due to greater optimization of the source code,
including far less code bloat.
(16) Linux features a high degree of compatibility with
other operating systems. For example, it can read, write, copy, erase
and otherwise manipulate data that resides on Microsoft Windows
partitions on the same hard disk drive (HDD), act as a Windows server
for a network containing Windows clients,
format disks for use with Windows, and even run Windows programs
directly if necessary. In contrast, the Microsoft Windows operating
systems cannot access HDD partitions that contain other operating
systems, cannot format disks for other operating systems, etc.
(17) Very high ethical standards are maintained for Linux
and other free software, in large part due to the very openness of
their development process and the free availability of the source code.
Linux has never been convicted in a Federal court of violation of U.S.
antitrust laws or other crimes, nor has it had to pay penalties for the
unauthorized copying of technology developed by other companies.
(18) Linux reduces the need to upgrade or replace hardware
when upgrading to newer versions. This is because its code is very
efficient and compact, thus allowing it to work effectively on older
computers that are not suitable for the newest versions of Microsoft
Windows.
(19) Linux is capable of operating on a wide variety of platforms
(i.e., processor and system types), rather than just being limited to
Intel-compatible processors and computers. It scales well and is well
suited for use on a diverse array of equipment ranging from
supercomputers to industrial robots to electronic medical equipment to
cell phones (and can even run on a wristwatch).
(20) Linux is a superior choice for use in academic
institutions for a number of reasons. Among them is the fact that there
are no secrets (in sharp contrast to proprietary software), thereby
providing students the opportunity to study how computers really work
rather than to just learn how to use them. Many educators are convinced
that it is far more important for students to study computer science
fundamentals than to practice specific applications (such as Microsoft
Word or Microsoft PowerPoint). One reason is that computer science
fundamentals will still be valid many years from now, whereas the
specific application programs, especially the proprietary ones that do
not conform to industry-wide standards, are constantly changing and
those currently in use will likely become obsolete in a few years7.
(21) For governmental agencies, Linux and other free
software allows for transparency of data because it stores the data in
formats consistent with industry-wide standards. This is in contrast to
the proprietary, closed formats characteristic of commercial software.
Such transparency is important for maintaining an effective democracy.
Keeping non-secret data in standards-compliant formats allows anyone to
access it without having to purchase expensive proprietary software.
Also, storing secret data in standards-compliant formats is widely
regarding as being more secure than keeping it in proprietary formats.
(22) With Linux and other free software there is little reason to fear the existence of backdoors,
in large part because all of the source code is available for
inspection. A backdoor is a secret method for obtaining remote access
to a computer. There is a (not unjustified) concern by many foreign
governments and corporations that back doors have been covertly
inserted into proprietary software that could allow the software
developer and agencies of other governments to snoop into their most
confidential data.
(23) Using and advocating Linux helps foster a healthy
diversity and increased competition throughout the software industry.
Such competition can promote technological advance, improve performance
and lower costs for open source software and proprietary software
alike. Both economic theory and hundreds of years of real-world
experience clearly show that monopolies
have little incentive to innovate, tend to produce shoddy products,
charge inflated prices and tend to corrupt the political system.
(24) Linux and other free software have not only caught up
with, or some cases surpassed, their proprietary counterparts, but they
are also developing at a faster pace8.
This trend will accelerate as demand for such software continues to
grow and more and more individuals and organizations become actively
involved it its development.
(25) Linux and other free software provide the opportunity
for users to contribute to the advance of software technology because
the source code is freely available to study, improve, extend and
redistribute. This has been fairly common, and the most notable
corporate example has been IBM. In addition to giving back to the
software community and being a virtue in itself, such contributions can
have great public relations value.
(26) There are actually more than 25 reasons that
organizations around the world are converting to Linux and other free
software. A twenty-sixth reason is that with Linux, in contrast to the
Microsoft Windows operating systems, there is no need to defragment HDDs. Fragmentation,
which is the spreading of data into non-contiguous locations on a hard
disk drive, can reduce the efficiency of data storage and slow down
computer operation. Defragmentation is not difficult, but it can be an
annoyance to have to do it periodically, and it is unnecessary with a
well designed operating system.
There are also several situations in which businesses and other
organizations might benefit from converting their operating systems
from Linux to Microsoft Windows:
(1) An organization that is downsizing its operation
and already has valid but unused licenses for Microsoft Windows might
be able to reduce personnel costs by replacing its Linux experts with
Windows administrators, as the latter can generally be hired for
significantly less than Linux administrators.
(2) Were Microsoft to offer an organization an extremely
low cost incentive package, including providing long-term licenses (and
upgrades) at nominal cost, paying for new hardware and providing free
training and support, this could be a very attractive proposition. In
fact, it could be a win-win situation because of the great publicity
value that could accrue to Microsoft from a company or other
organization converting from Linux to Windows.
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1For links to articles about some recent conversions to Linux, see Linux Success Stories, The Linux Information Project, December 2005.
2Linux and most other free software is licensed under the GNU
General Public License (GPL). This highly successful license has been
specifically designed to provide as much freedom as possible for users,
both in a monetary sense and with regard to use. The GPL allows anyone
to freely access the source code for software licensed under it in
order to study, use, modify, extend and redistribute it as desired with
only the very minimal requirements of always making the source code for
redistributions of modified versions freely available and including a
copy of the GPL text with the software.
It should be pointed out in this context that there are also
compiled versions of Linux that are not free in a monetary sense, which
is also permitted by the GPL. However, they are not necessarily any
better than the free versions. Businesses and other organizations have
the option of selecting whether they want a free or non-free version,
and if they select the former, they have many distributions from which
to choose.
3This is a major reason that Google selected Linux, according to industry sources.
4Forced upgrades occur when the
developer stops supporting an earlier version of its software, and thus
security patches for the newest viruses and other malware become
unavailable and drivers are no longer developed for new hardware. Thus,
many users have little choice but to purchase or lease the newest
version. This can be very costly because of the licensing fees or other
payments that must be made to the software developer or vendor. Further
adding to the cost is the frequent need to purchase new hardware to
accommodate the bloated code in the new versions of the software. In
addition, installing the new software and troubleshooting it can be
very time-consuming for system administrators and disruptive for
business operations.
5 The highly controversial BSA is an
international organization that was set up by major developers of
proprietary software. It is empowered by the mandatory EULAs
accompanying such software to make surprise audits on users and to levy
heavy fines in the event of violation.
6 The is the same principle that is employed by public key cryptography
(PKC), which is the most secure form of data encryption. And it is the
opposite of the approach used with proprietary software, for which an
attempt is made to keep the source code secret as a means of hiding
security vulnerabilities.
7 For a more detailed look at the reasons that Linux is the best choice for use in educational institutions, see Linux and Education, The Linux Information Project, March 2004.
8Numerous examples could be cited.
For example, Apache is the dominant web server, hosting far more web
sites than any of its proprietary counterparts. Likewise, it is widely
agreed that the free Firefox web browser is far more advanced (in terms
of security, usability, etc.) than Microsoft's Internet Explorer.
Internet Explorer is free in a monetary sense, but it is not free software because the source code is not made available and users are prohibited from modifying it.
Created January 10, 2006. Updated January 13, 2006.
Copyright © 2004 - 2006 The Linux Information Project. All Rights Reserved.
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