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1. © 2006 IBM Corporation
The journey to accept open
source in standards venues
Gerald Lane
Director
Standards and Open Source
http://www.eweek.com/category2/0,1874,1866370,00.asp

2. Lane: The journey to accept open source in standards venues
IBM Standards and Open Source
2
Collaborative Innovation:
 Community-driven approach to problem
solving
 People working across geographical and
organizational boundaries to confront
today’s most pressing challenges
 Enabled by open standards and new
intellectual property practices including
open source licenses
 It unites perspectives from a host of
disciplines to:
• Rapidly solve business issues
• Accelerate technological advancements
• Stimulate economic growth

3. Lane: The journey to accept open source in standards venues
IBM Standards and Open Source
3
Open source is a method of tapping a community
of experts to develop useful things. It began in
software, but applies broadly, and is anything but
anti-capitalist. It can raise quality at reduced costs,
and vastly expands opportunities for profit. In a
sense, open source fuels innovation much the way
science fuels technology. Science is created by
communities of experts, whose fundamental
discoveries are typically made available to all,
including individuals and companies that are able
to capitalize on the new knowledge in novel ways.
For IBM, the open-source model is familiar
territory, given our long track record in the
sciences.
http://www.msnbc.msn.com/id/10296176/site/newsweek/
Sam Palmisano
IBM Chairman and CEO

4. Lane: The journey to accept open source in standards venues
IBM Standards and Open Source
4
It’s not “proprietary or open,” it’s “proprietary and open”
Proprietary
Innovation
Advantages:
Product / offering
uniqueness
Speed-to-Market
Open
Innovation
Advantages:
Cost / value scale
Option value / scope
Differentiation Standardization
Leadership
Collaboration

5. Lane: The journey to accept open source in standards venues
IBM Standards and Open Source
5
Why does IBM consider Open Source important?
 Open Source Software (OSS) can be a major source of innovation
 Innovation can happen anytime, anywhere
 Development through “open communities” leads to potentially broad
ideas and creativity
 OSS is a good approach for developing emerging standards
 Popular open source projects can become the common implementations
 Wide distribution and deployment
 OSS is a source of competitive advantage in the marketplace
 Open source code can be a quality base for product development
 Open source can substantially improve developer productivity

6. Lane: The journey to accept open source in standards venues
IBM Standards and Open Source
6
Lessons we learned about open source
 We were worried about quality; we shouldn’t have been
 We gained a better understanding of the open source domain
– Copyright complexities, Patents
– License Ts and Cs
 We gained a better understanding
of the value
– How to leverage
– Where to contribute
 We learned to balance open and
proprietary
 We learned to manage the risks
 We learned it is important to have clear business and strategic
reasons for using open source

7. Lane: The journey to accept open source in standards venues
IBM Standards and Open Source
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http://cyber.law.harvard.edu/epolicy/

8. Lane: The journey to accept open source in standards venues
IBM Standards and Open Source
8
http://cyber.law.harvard.edu/epolicy/
Open source in Open ICT Ecosystems

9. Lane: The journey to accept open source in standards venues
IBM Standards and Open Source
9
http://www.etsi.org/sos%5Finteroperability/Doc%20SOS%20III/Open_Source_Standard_ITEMS_VASS.pdf

10. Lane: The journey to accept open source in standards venues
IBM Standards and Open Source
10
Open standards IPR policies are emerging to
accommodate open source
RF only Selection of IPR licenses:
Rand
RF w/RAND terms
RF w/limited terms
http://www.etsi.org/sos%5Finteroperability/Doc%20SOS%20III/Open_Source_Standard_ITEMS_VASS.pdf

11. Lane: The journey to accept open source in standards venues
IBM Standards and Open Source
11
http://www.etsi.org/sos%5Finteroperability/Doc%20SOS%20III/IPO_OS_SSBWhitePaper%20.pdf

12. Lane: The journey to accept open source in standards venues
IBM Standards and Open Source
12
Many governments, industry participants and consumers are
seeking a new equilibrium - ETSI is positioned to provide IPR
policy leadership for open source integration in standards
venues
Totally
Open
More transparent,
More community
involvement
Totally
Proprietary
Where do we need to be today to drive
innovation, solve customer problems, and
accelerate growth?
Industry direction