We follow-up on the Fedora / Secure Boot scandal that has since received much larger media attention. While that’s a good thing in our view, there are still unanswered questions that are key to the legitimacy of this agreement.
For background, we strongly encourage you to read our original report.
Background
In a nutshell, the Fedora project team announced that they had signed an agreement with Microsoft, to allow Microsoft to digitally sign the Fedora Linux operating system. Windows 8, and its ARM-based derivative, Windows RT, require that the firmware of a computer only run operating systems that have been digitally signed.
For the most part, these digital signatures must be made by Microsoft. That means that Microsoft decides what operating systems your future Intel-based PC, x86-or-ARM tablet, or ARM-based netbook can run.
Microsoft has required PC makers to offer an off switch, which would permit any operating system to run. But, only for x86-based computers. ARM-based PCs, netbooks, and tablets running Windows RT, will not have this option. Microsoft mandates that any computer with an ARM processor only run Microsoft-sanctioned operating systems.
Fedora’s move to embrace this process, has received a firestorm of animosity from many in the Linux community. Many Linux faithful see this as enabling Microsoft to pick a Novell-style set of winners and losers in the Linux community, and encouragement to PC makers to not resist Microsoft’s mandates.
Red Hat has defended the move, however, citing the security that a signed, UEFI-based bootloader can offer. Microsoft has also clarified that they will not accept revenue from this process, and it is likely that the one-time $99 fee for testing each Fedora kernel is far less than what Verisign charges Microsoft for the independent analysis, and approval.
Fedora, Windows RT, and a legal quagmire…
When we ran our original report, we noted that Fedora did not mention once ARM or Windows RT. Obviously, Windows RT is the elephant in the room. While Windows 8 will have an off switch to Secure Boot, allowing anyone to bypass these operating system restrictions… Windows RT is quite the opposite.
Windows RT will only run operating systems that are signed by Microsoft. Microsoft, has refused to comment on if any operating systems other than Windows will be permitted to run. Including, Fedora. And, they’ve told OEMs to expect the worst.
Apologists for Microsoft, including people like Ed Bott and Paul Thurrott, have chastised PhoneNews.com directly for challenging Microsoft on this walled-garden position. Their position is that Microsoft is doing no different than Apple, and Apple has been allowed to lock down iOS without any reprisal from regulators, let alone consumers in general.
The difference between Windows RT and iOS
The difference, of course, is that Windows RT is not limited to just tablets. Microsoft has clearly stated their intent to launch Windows RT on ARM-based netbooks, and PCs in general. ARM is becoming powerful enough to handle most mainstream computing tasks.
Combined with a proper graphics processor, ARM can handle watching (and editing) high definition video, web browsing, document creation, and just about everything an ordinary person does with computing in a day. As iPad has shown, a low-cost ARM-based Desktop PC can even dominate in gaming.
Fedora speaks, then stops speaking about Windows RT
Shortly after posting our article on the matter, Matthew Garrett of the Fedora project chimed in to let us know that Fedora won’t be headed to Windows RT:
Fedora believes that it’s vital that end-users be able to choose which software runs on their devices, and as such we have no intention of producing a signed version of Fedora for Windows RT devices.
We followed up with Mr. Garrett, asking him if it was Microsoft, or Red Hat, that refused to entertain a signed version of Fedora for Windows RT. Unfortunately, Mr. Garrett declined to comment, directing us to Red Hat media relations.
After contacting Red Hat media relations multiple times, we were promised a clarification. Unfortunately, after repeated re-requests, Red Hat’s media relations department has become unresponsive. We will be happy to follow up if we do hear back from Red Hat, and will continue to ask them for an answer.
The burning question does remain though, did Microsoft tell Red Hat that it would be barred from offering Fedora on ARM-based Windows PCs? Or, did Fedora opt-out on their own, for some unknown reason? It is hard to remain independent, and not accuse Microsoft of the former.
There is little evidence to indicate that Red Hat would simply choose to not offer Fedora on ARM systems, and only on x86 machines. Fedora currently runs on a broad range of ARM systems and chipsets. All evidence points to Microsoft refusing to allow ARM signatures for Fedora, and Red Hat choosing a half-agreement for x86 PCs and tablets.
And then there’s the GPL
There is also a GPL argument involved in the signing of a Linux operating system. Some developers have successfully argued to Apple that GPL-based iOS applications should be removed from Apple’s App Store. The argument stems from the fact that code which is digitally signed, is modified by the signer (in that case, Apple). Since Apple does not offer the source code for the iOS apps, the argument is that Apple should not be allowed to distribute GPL-based applications for iOS devices.
While this argument may or may not have merit, a digital signature of a Linux operating system by Microsoft, may compel Microsoft to disclose the source code for any product that was used to sign the kernel. The kernel’s compiled code would then contain a digital signature which is not covered under the GPL. Also, Microsoft could be argued as being a distributor, having signed code and then handed it back to the open source community in a signed manner. A strict interpretation of the GPL may require Microsoft to host the source code for all signed-by-Microsoft releases of Fedora.
There is, however, the counter-argument that digital signatures do not violate GPL, as they only provide authentication for the enclosed binary. Those same arguments would argue that Apple would be in the right to host GPL-based iOS apps. Clearly, these types of questions are still largely uncharted territory for Microsoft, Apple, and Red Hat.
Conclusions
Regulators in the United States and European Union are taking another look at Windows RT. Sources report the primary reason being that, in general, consumers will not be able to differentiate between an ARM-based desktop and an Intel-based desktop computer.
If Microsoft accomplishes this two-processor approach, where x86-PCs will be allowed to run Linux, and ARM-PCs running Windows RT will not be allowed to run Linux, the results will likely be devastating to the Linux platform.
One thing Microsoft will achieve, if successful, is blocking users from migrating over to Android. Google has stated their intentions to unveil a unified Android-Chrome OS unification as a transcending operating system. Android 4.0, Ice Cream Sandwhich already makes significant improvements, aimed at making it a palatable desktop operating system.
PhoneNews.com can confirm that future versions of Android able to run native code on-par with Windows and OS X, and that the goal is a pressing matter inside Google. It’s only a matter of time before Android enters the desktop operating system wars. If Microsoft is successful, it will be difficult to tell which Windows 8 RT computers can be migrated to Android, and the task will likely be too difficult for the average user to accomplish on their own.
With ARM-based desktops only likely to increase, the only way to migrate a Windows RT machine to Android, will be to drag it to the Recycle Bin. And that’s the awful choice that Microsoft wants.
This article presupposes that Windows RT devices will ship in some significant numbers, and that these systems will be attractive targets for Fedora deployment. This is a big assumption.
At present, Windows RT has no market presence whatsoever; this is probably why Microsoft feels comfortable making such a bold policy regarding ARM secure boot — it isn’t likely to attract antitrust attention. It is unknown whether Windows RT will gain any significant market presence; in fact, Microsoft’s insistence upon competing with hardware vendors (by introducing the Surface tablet) may make this market really unattractive for those vendors.
Therefore, ignoring the potential problem of locked-down ARM devices and instead focusing on the hundreds of currently-available and planned devices which are not locked down is a reasonable approach for the Fedora ARM project.
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Chris Tyler
Industrial Research Chair in Open Source Technology for Emerging Platforms
Seneca College Centre for Development of Open Technology
Fedora ARM Project
Microsoft doesn’t think it’s a big assumption. Metro is geared towards doing more with less. Metro apps are designed to run on ARM first, x86 second. Metro apps are the vanguard of both Windows RT and Windows 8.
Over the 3-5 year lifespan of Windows RT, ARM is only going to continue to increase its uptake in the market.
And, as OEMs face tablet market demand rising, and desktop/laptop demand continuing to be tepid, or even falling further in demand, in the face of current economic conditions, ARM desktops and laptops will continue to rise in interest.
We do not think it is a large assumption that, by mid-way though Windows 8’s lifespan, that Windows RT desktops and laptops will be sold alongside Windows 8 machines, in a manner that the average consumer will have difficulty differentiating. This was a goal of Windows RT from its outset.
Microsoft has said they want the average user to not be able to distinguish a Windows RT machine from Windows 8, and have gone to great lengths to ensure this – even breaking Windows RT’s own rules to permit Office 2013 to run in Desktop mode. Microsoft wants to break free of its dependence on Intel, and AMD has proven to be a troublesome, if not ineffective deterrent to that reliance.
But the bottom line remains, Fedora, and Red Hat, as well as Microsoft refuse to acknowledge whom is blocking the release of Fedora ARM on Windows ARM systems. We believe it was a term Microsoft imposed, and Red Hat consented to, but we cannot confirm that.
Perhaps Chris, you could clarify if that is a Microsoft-imposed restriction on this agreement, and if Red Hat consented to that restriction.
Even if PhoneNews.com is making an assumption that ARM will take off, that’s the safer of the two assumptions.
To presume Windows-on-ARM will not take off, is a much more dangerous assumption for the Linux community. The Linux community needs to ensure that regulators understand that consumers won’t be able to differentiate an ARM Desktop from an x86 Desktop, and antitrust-grade restrictions will poison the well on future innovations… like Android for Desktop.
“But the bottom line remains, Fedora, and Red Hat, as well as Microsoft refuse to acknowledge whom is blocking the release of Fedora ARM on Windows ARM systems. We believe it was a term Microsoft imposed, and Red Hat consented to, but we cannot confirm that.”
This sounds like a conspiracy or at least back-room negotiations are happening. The reality is much simpler: MS has imposed a set of conditions on the boot process which vendors must meet if they want to license Windows RT for their products. Those conditions are simply unworkable for open source software, and so at this time there are no plans to support Fedora ARM on Windows RT devices. Simply signing the bootloader and kernel is not a viable option, since shipping a system where the user can’t build and then boot a custom kernel does not align with Fedora (or, more generally, Open Source and Free Software) principles.
There are no shortage of devices on which Fedora ARM can be run, and this is not expected to change – the number of available ARM devices will continue to grow dramatically. Windows RT devices will represent some portion of that market (whether a miniscule, small, or large portion remains to be seen), and the boot situation on those devices is unclear. There may be alternate firmware available for those devices, vendors may choose to ship two versions of the devices (one for Android/Fedora/Everything-but-RT, and one for RT), or MS may change their vendor boot requirements due to regulatory, judicial, or market pressures.
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Chris Tyler
Thanks for clarifying, Chris. We could not rule out “back room negotiations” between Red Hat and Microsoft, which is why we were frustrated when repeated efforts to seek clarification from Red Hat, had resulted in no response to the issue.
Thanks Chris.
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