Chapter 6

It takes less than five minutes to reach the next cross-street. This one offers easy highway access, and within seconds, we are soon speeding off toward Pa'ia at a relaxing rate of speed. The sun that once loomed bright and yellow over Stallman's left shoulder is now burning a cool orange-red in our rearview mirror. It lends its color to the gauntlet wili wili trees flying past us on both sides of the highway.

For the next 20 minutes, the only sound in our vehicle, aside from the ambient hum of the car's engine and tires, is the sound of a cello and a violin trio playing the mournful strains of an Appalachian folk tune. Endnote

Continuing the Fight

For Richard Stallman, time may not heal all wounds, but it does provide a convenient ally.

Four years after " The Cathedral and the Bazaar," Stallman still chafes over the Raymond critique. He also grumbles over Linus Torvalds' elevation to the role of world's most famous hacker. He recalls a popular T-shirt that began showing at Linux tradeshows around 1999. Designed to mimic the original promotional poster for Star Wars, the shirt depicted Torvalds brandishing a lightsaber like Luke Skywalker, while Stallman's face rides atop R2D2. The shirt still grates on Stallmans nerves not only because it depicts him as a Torvalds' sidekick, but also because it elevates Torvalds to the leadership role in the free software/open source community, a role even Torvalds himself is loath to accept. "It's ironic," says Stallman mournfully. "Picking up that sword is exactly what Linus refuses to do. He gets everybody focusing on him as the symbol of the movement, and then he won't fight. What good is it?"

Then again, it is that same unwillingness to "pick up the sword," on Torvalds part, that has left the door open for Stallman to bolster his reputation as the hacker community's ethical arbiter. Despite his grievances, Stallman has to admit that the last few years have been quite good, both to himself and to his organization. Relegated to the periphery by the unforeseen success of GNU/Linux, Stallman has nonetheless successfully recaptured the initiative. His speaking schedule between January 2000 and December 2001 included stops on six continents and visits to countries where the notion of software freedom carries heavy overtones-China and India, for example.

Outside the bully pulpit, Stallman has also learned how to leverage his power as costeward of the GNU General Public License (GPL). During the summer of 2000, while the air was rapidly leaking out of the 1999 Linux IPO bubble, Stallman and the Free Software Foundation scored two major victories. In July, 2000, Troll Tech, a Norwegian software company and developer of Qt, a valuable suite of graphics tools for the GNU/Linux operating system, announced it was licensing its software under the GPL. A few weeks later, Sun Microsystems, a company that, until then, had been warily trying to ride the open source bandwagon without giving up total control of its software properties, finally relented and announced that it, too, was dual licensing its new OpenOffice application suite under the Lesser GNU Public License (LGPL) and the Sun Industry Standards Source License (SISSL).

Underlining each victory was the fact that Stallman had done little to fight for them. In the case of Troll Tech, Stallman had simply played the role of free software pontiff. In 1999, the company had come up with a license that met the conditions laid out by the Free Software Foundation, but in examining the license further, Stallman detected legal incompatibles that would make it impossible to bundle Qt with GPL-protected software programs. Tired of battling Stallman, Troll Tech management finally decided to split the Qt into two versions, one GPL-protected and one QPL-protected, giving developers a way around the compatibility issues cited by Stallman.

In the case of Sun, they desired to play according to the Free Software Foundation's conditions. At the 1999 O'Reilly Open Source Conference, Sun Microsystems cofounder and chief scientist Bill Joy defended his company's "community source" license, essentially a watered-down compromise letting users copy and modify Sun-owned software but not charge a fee for said software without negotiating a royalty agreement with Sun. A year after Joy's speech, Sun Microsystems vice president Marco Boerries was appearing on the same stage spelling out the company's new licensing compromise in the case of OpenOffice, an office-application suite designed specifically for the GNU/Linux operating system.

"I can spell it out in three letters," said Boerries. "GPL."

At the time, Boerries said his company's decision had little to do with Stallman and more to do with the momentum of GPL-protected programs. "What basically happened was the recognition that different products attracted different communities, and the license you use depends on what type of community you want to attract," said Boerries. "With [OpenOffice], it was clear we had the highest correlation with the GPL community."See Marco Boerries, interview with author (July, 2000).

Such comments point out the under-recognized strength of the GPL and, indirectly, the political genius of man who played the largest role in creating it. "There isn't a lawyer on earth who would have drafted the GPL the way it is," says Eben Moglen, Columbia University law professor and Free Software Foundation general counsel. "But it works. And it works because of Richard's philosophy of design."

A former professional programmer, Moglen traces his pro bono work with Stallman back to 1990 when Stallman requested Moglen's legal assistance on a private affair. Moglen, then working with encryption expert Phillip Zimmerman during Zimmerman's legal battles with the National Security Administration, says he was honored by the request. "I told him I used Emacs every day of my life, and it would take an awful lot of lawyering on my part to pay off the debt."

Since then, Moglen, perhaps more than any other individual, has had the best chance to observe the crossover of Stallman's hacker philosophies into the legal realm. Moglen says the difference between Stallman's approach to legal code and software code are largely the same. "I have to say, as a lawyer, the idea that what you should do with a legal document is to take out all the bugs doesn't make much sense," Moglen says. "There is uncertainty in every legal process, and what most lawyers want to do is to capture the benefits of uncertainty for their client. Richard's goal is the complete opposite. His goal is to remove uncertainty, which is inherently impossible. It is inherently impossible to draft one license to control all circumstances in all legal systems all over the world. But if you were to go at it, you would have to go at it his way. And the resulting elegance, the resulting simplicity in design almost achieves what it has to achieve. And from there a little lawyering will carry you quite far."

As the person charged with pushing the Stallman agenda, Moglen understands the frustration of would-be allies. "Richard is a man who does not want to compromise over matters that he thinks of as fundamental," Moglen says, "and he does not take easily the twisting of words or even just the seeking of artful ambiguity, which human society often requires from a lot of people."

Because of the Free Software Foundation's unwillingness to weigh in on issues outside the purview of GNU development and GPL enforcement, Moglen has taken to devoting his excess energies to assisting the Electronic Frontier Foundation, the organization providing legal aid to recent copyright defendants such as Dmitri Skylarov. In 2000, Moglen also served as direct counsel to a collection of hackers that were joined together from circulating the DVD decryption program deCSS. Despite the silence of his main client in both cases, Moglen has learned to appreciate the value of Stallman's stubbornness. "There have been times over the years where I've gone to Richard and said, `We have to do this. We have to do that. Here's the strategic situation. Here's the next move. Here's what he have to do.' And Richard's response has always been, `We don't have to do anything.' Just wait. What needs doing will get done."

"And you know what?" Moglen adds. "Generally, he's been right."

Such comments disavow Stallman's own self-assessment: "I'm not good at playing games," Stallman says, addressing the many unseen critics who see him as a shrewd strategist. "I'm not good at looking ahead and anticipating what somebody else might do. My approach has always been to focus on the foundation, to say `Let's make the foundation as strong as we can make it.'"

The GPL's expanding popularity and continuing gravitational strength are the best tributes to the foundation laid by Stallman and his GNU colleagues. While no longer capable of billing himself as the "last true hacker," Stallman nevertheless can take sole credit for building the free software movement's ethical framework. Whether or not other modern programmers feel comfortable working inside that framework is immaterial. The fact that they even have a choice at all is Stallman's greatest legacy.

Discussing Stallman's legacy at this point seems a bit premature. Stallman, 48 at the time of this writing, still has a few years left to add to or subtract from that legacy. Still, the autopilot nature of the free software movement makes it tempting to examine Stallman's life outside the day-to-day battles of the software industry and within a more august, historical setting.

To his credit, Stallman refuses all opportunities to speculate. "I've never been able to work out detailed plans of what the future was going to be like," says Stallman, offering his own premature epitaph. "I just said `I'm going to fight. Who knows where I'll get?'"

There's no question that in picking his fights, Stallman has alienated the very people who might otherwise have been his greatest champions. It is also a testament to his forthright, ethical nature that many of Stallman's erstwhile political opponents still manage to put in a few good words for him when pressed. The tension between Stallman the ideologue and Stallman the hacker genius, however, leads a biographer to wonder: how will people view Stallman when Stallman's own personality is no longer there to get in the way?

In early drafts of this book, I dubbed this question the "100 year" question. Hoping to stimulate an objective view of Stallman and his work, I asked various software-industry luminaries to take themselves out of the current timeframe and put themselves in a position of a historian looking back on the free software movement 100 years in the future. From the current vantage point, it is easy to see similarities between Stallman and past Americans who, while somewhat marginal during their lifetime, have attained heightened historical importance in relation to their age. Easy comparisons include Henry David Thoreau, transcendentalist philosopher and author of On Civil Disobedience, and John Muir, founder of the Sierra Club and progenitor of the modern environmental movement. It is also easy to see similarities in men like William Jennings Bryan, a.k.a. "The Great Commoner," leader of the populist movement, enemy of monopolies, and a man who, though powerful, seems to have faded into historical insignificance.

Although not the first person to view software as public property, Stallman is guaranteed a footnote in future history books thanks to the GPL. Given that fact, it seems worthwhile to step back and examine Richard Stallman's legacy outside the current time frame. Will the GPL still be something software programmers use in the year 2102, or will it have long since fallen by the wayside? Will the term "free software" seem as politically quaint as "free silver" does today, or will it seem eerily prescient in light of later political events?

Predicting the future is risky sport, but most people, when presented with the question, seemed eager to bite. "One hundred years from now, Richard and a couple of other people are going to deserve more than a footnote," says Moglen. "They're going to be viewed as the main line of the story."

The "couple other people" Moglen nominates for future textbook chapters include John Gilmore, Stallman's GPL advisor and future founder of the Electronic Frontier Foundation, and Theodor Holm Nelson, a.k.a. Ted Nelson, author of the 1982 book, Literary Machines . Moglen says Stallman, Nelson, and Gilmore each stand out in historically significant, nonoverlapping ways. He credits Nelson, commonly considered to have coined the term "hypertext," for identifying the predicament of information ownership in the digital age. Gilmore and Stallman, meanwhile, earn notable credit for identifying the negative political effects of information control and building organizations-the Electronic Frontier Foundation in the case of Gilmore and the Free Software Foundation in the case of Stallman-to counteract those effects. Of the two, however, Moglen sees Stallman's activities as more personal and less political in nature.

"Richard was unique in that the ethical implications of unfree software were particularly clear to him at an early moment," says Moglen. "This has a lot to do with Richard's personality, which lots of people will, when writing about him, try to depict as epiphenomenal or even a drawback in Richard Stallman's own life work."

Gilmore, who describes his inclusion between the erratic Nelson and the irascible Stallman as something of a "mixed honor," nevertheless seconds the Moglen argument. Writes Gilmore: My guess is that Stallman's writings will stand up as well as Thomas Jefferson's have; he's a pretty clear writer and also clear on his principles . . . Whether Richard will be as influential as Jefferson will depend on whether the abstractions we call "civil rights" end up more important a hundred years from now than the abstractions that we call "software" or "technically imposed restrictions." Another element of the Stallman legacy not to be overlooked, Gilmore writes, is the collaborative software-development model pioneered by the GNU Project. Although flawed at times, the model has nevertheless evolved into a standard within the software-development industry. All told, Gilmore says, this collaborative software-development model may end up being even more influential than the GNU Project, the GPL License, or any particular software program developed by Stallman: Before the Internet, it was quite hard to collaborate over distance on software, even among teams that know and trust each other. Richard pioneered collaborative development of software, particularly by disorganized volunteers who seldom meet each other. Richard didn't build any of the basic tools for doing this (the TCP protocol, email lists, diff and patch, tar files, RCS or CVS or remote-CVS), but he used the ones that were available to form social groups of programmers who could effectively collaborate. Lawrence Lessig, Stanford law professor and author of the 2001 book, The Future of Ideas , is similarly bullish. Like many legal scholars, Lessig sees the GPL as a major bulwark of the current so-called "digital commons," the vast agglomeration of community-owned software programs, network and telecommunication standards that have triggered the Internet's exponential growth over the last three decades. Rather than connect Stallman with other Internet pioneers, men such as Vannevar Bush, Vinton Cerf, and J. C. R. Licklider who convinced others to see computer technology on a wider scale, Lessig sees Stallman's impact as more personal, introspective, and, ultimately, unique: [Stallman] changed the debate from is to ought. He made people see how much was at stake, and he built a device to carry these ideals forward . . . That said, I don't quite know how to place him in the context of Cerf or Licklider. The innovation is different. It is not just about a certain kind of code, or enabling the Internet. [It's] much more about getting people to see the value in a certain kind of Internet. I don't think there is anyone else in that class, before or after. Not everybody sees the Stallman legacy as set in stone, of course. Eric Raymond, the open source proponent who feels that Stallman's leadership role has diminished significantly since 1996, sees mixed signals when looking into the 2102 crystal ball: I think Stallman's artifacts (GPL, Emacs, GCC) will be seen as revolutionary works, as foundation-stones of the information world. I think history will be less kind to some of the theories from which RMS operated, and not kind at all to his personal tendency towards territorial, cult-leader behavior. As for Stallman himself, he, too, sees mixed signals: What history says about the GNU Project, twenty years from now, will depend on who wins the battle of freedom to use public knowledge. If we lose, we will be just a footnote. If we win, it is uncertain whether people will know the role of the GNU operating system-if they think the system is "Linux," they will build a false picture of what happened and why.

But even if we win, what history people learn a hundred years from now is likely to depend on who dominates politically. Searching for his own 19th-century historical analogy, Stallman summons the figure of John Brown, the militant abolitionist regarded as a hero on one side of the Mason Dixon line and a madman on the other.

John Brown's slave revolt never got going, but during his subsequent trial he effectively roused national demand for abolition. During the Civil War, John Brown was a hero; 100 years after, and for much of the 1900s, history textbooks taught that he was crazy. During the era of legal segregation, while bigotry was shameless, the US partly accepted the story that the South wanted to tell about itself, and history textbooks said many untrue things about the Civil War and related events.

Such comparisons document both the self-perceived peripheral nature of Stallman's current work and the binary nature of his current reputation. Although it's hard to see Stallman's reputation falling to the level of infamy as Brown's did during the post-Reconstruction period-Stallman, despite his occasional war-like analogies, has done little to inspire violence-it's easy to envision a future in which Stallman's ideas wind up on the ash-heap. In fashioning the free software cause not as a mass movement but as a collection of private battles against the forces of proprietary temptation, Stallman seems to have created a unwinnable situation, especially for the many acolytes with the same stubborn will.

Then again, it is that very will that may someday prove to be Stallman's greatest lasting legacy. Moglen, a close observer over the last decade, warns those who mistake the Stallman personality as counter-productive or epiphenomenal to the "artifacts" of Stalllman's life. Without that personality, Moglen says, there would be precious few artifiacts to discuss. Says Moglen, a former Supreme Court clerk: Look, the greatest man I ever worked for was Thurgood Marshall. I knew what made him a great man. I knew why he had been able to change the world in his possible way. I would be going out on a limb a little bit if I were to make a comparison, because they could not be more different. Thurgood Marshall was a man in society, representing an outcast society to the society that enclosed it, but still a man in society. His skill was social skills. But he was all of a piece, too. Different as they were in every other respect, that the person I most now compare him to in that sense, all of a piece, compact, made of the substance that makes stars, all the way through, is Stallman. In an effort to drive that image home, Moglen reflects on a shared moment in the spring of 2000. The success of the VA Linux IPO was still resonating in the business media, and a half dozen free software-related issues were swimming through the news. Surrounded by a swirling hurricane of issues and stories each begging for comment, Moglen recalls sitting down for lunch with Stallman and feeling like a castaway dropped into the eye of the storm. For the next hour, he says, the conversation calmly revolved around a single topic: strengthening the GPL.

"We were sitting there talking about what we were going to do about some problems in Eastern Europe and what we were going to do when the problem of the ownership of content began to threaten free software," Moglen recalls. "As we were talking, I briefly thought about how we must have looked to people passing by. Here we are, these two little bearded anarchists, plotting and planning the next steps. And, of course, Richard is plucking the knots from his hair and dropping them in the soup and behaving in his usual way. Anybody listening in on our conversation would have thought we were crazy, but I knew: I knew the revolution's right here at this table. This is what's making it happen. And this man is the person making it happen."

Moglen says that moment, more than any other, drove home the elemental simplicity of the Stallman style.

"It was funny," recalls Moglen. "I said to him, `Richard, you know, you and I are the two guys who didn't make any money out of this revolution.' And then I paid for the lunch, because I knew he didn't have the money to pay for it .'" Endnote

Epilogue:

Crushing Loneliness Writing the biography of a living person is a bit like producing a play. The drama in front of the curtain often pales in comparison to the drama backstage.

In The Autobiography of Malcolm X, Alex Haley gives readers a rare glimpse of that backstage drama. Stepping out of the ghostwriter role, Haley delivers the book's epilogue in his own voice. The epilogue explains how a freelance reporter originally dismissed as a "tool" and "spy" by the Nation of Islam spokesperson managed to work through personal and political barriers to get Malcolm X's life story on paper.

While I hesitate to compare this book with The Autobiography of Malcolm X, I do owe a debt of gratitude to Haley for his candid epilogue. Over the last 12 months, it has served as a sort of instruction manual on how to deal with a biographical subject who has built an entire career on being disagreeable. From the outset, I envisioned closing this biography with a similar epilogue, both as an homage to Haley and as a way to let readers know how this book came to be.

The story behind this story starts in an Oakland apartment, winding its way through the various locales mentioned in the book-Silicon Valley, Maui, Boston, and Cambridge. Ultimately, however, it is a tale of two cities: New York, New York, the book-publishing capital of the world, and Sebastopol, California, the book-publishing capital of Sonoma County.

The story starts in April, 2000. At the time, I was writing stories for the ill-fated BeOpen web site (http://www.beopen.com/). One of my first assignments was a phone interview with Richard M. Stallman. The interview went well, so well that Slashdot (http://www.slashdot.org/), the popular "news for nerds" site owned by VA Software, Inc. (formerly VA Linux Systems and before that, VA Research), gave it a link in its daily list of feature stories. Within hours, the web servers at BeOpen were heating up as readers clicked over to the site.

For all intents and purposes, the story should have ended there. Three months after the interview, while attending the O'Reilly Open Source Conference in Monterey, California, I received the following email message from Tracy Pattison, foreign-rights manager at a large New York publishing house:

To: sam@BeOpen.com Subject: RMS InterviewDate: Mon, 10Jul 2000 15:56:37 -0400Dear Mr. Williams,

I read your interview with Richard Stallman on BeOpen with great interest. I've been intrigued by RMS and his work for some time now and was delighted to find your piece which I really think you did a great job of capturing some of the spirit of what Stallman is trying to do with GNU-Linux and the Free Software Foundation.

What I'd love to do, however, is read more - and I don't think I'm alone. Do you think there is more information and/or sources out there to expand and update your interview and adapt it into more of a profile of Stallman? Perhaps including some more anecdotal information about his personality and background that might really interest and enlighten readers outside the more hardcore programming scene?

The email asked that I give Tracy a call to discuss the idea further. I did just that. Tracy told me her company was launching a new electronic book line, and it wanted stories that appealed to an early-adopter audience. The e-book format was 30,000 words, about 100 pages, and she had pitched her bosses on the idea of profiling a major figure in the hacker community. Her bosses liked the idea, and in the process of searching for interesting people to profile, she had come across my BeOpen interview with Stallman. Hence her email to me.

That's when Tracy asked me: would I be willing to expand the interview into a full-length feature profile?

My answer was instant: yes. Before accepting it, Tracy suggested I put together a story proposal she could show her superiors. Two days later, I sent her a polished proposal. A week later, Tracy sent me a follow up email. Her bosses had given it the green light.

I have to admit, getting Stallman to participate in an e-book project was an afterthought on my part. As a reporter who covered the open source beat, I knew Stallman was a stickler. I'd already received a half dozen emails at that point upbraiding me for the use of "Linux" instead of "GNU/Linux."

Then again, I also knew Stallman was looking for ways to get his message out to the general public. Perhaps if I presented the project to him that way, he would be more receptive. If not, I could always rely upon the copious amounts of documents, interviews, and recorded online conversations Stallman had left lying around the Internet and do an unauthorized biography.

During my research, I came across an essay titled "Freedom-Or Copyright?" Written by Stallman and published in the June, 2000, edition of the MIT Technology Review, the essay blasted e-books for an assortment of software sins. Not only did readers have to use proprietary software programs to read them, Stallman lamented, but the methods used to prevent unauthorized copying were overly harsh. Instead of downloading a transferable HTML or PDF file, readers downloaded an encrypted file. In essence, purchasing an e-book meant purchasing a nontransferable key to unscramble the encrypted content. Any attempt to open a book's content without an authorized key constituted a criminal violation of the Digital Millennium Copyright Act, the 1998 law designed to bolster copyright enforcement on the Internet. Similar penalties held for readers who converted a book's content into an open file format, even if their only intention was to read the book on a different computer in their home. Unlike a normal book, the reader no longer held the right to lend, copy, or resell an e-book. They only had the right to read it on an authorized machine, warned Stallman: We still have the same old freedoms in using paper books. But if e-books replace printed books, that exception will do little good. With "electronic ink," which makes it possible to download new text onto an apparently printed piece of paper, even newspapers could become ephemeral. Imagine: no more used book stores; no more lending a book to your friend; no more borrowing one from the public library-no more "leaks" that might give someone a chance to read without paying. (And judging from the ads for Microsoft Reader, no more anonymous purchasing of books either.) This is the world publishers have in mind for us.See "Safari Tech Books Online; Subscriber Agreement: Terms of Service."

http://safari.oreilly.com/mainhlp.asp?help=serviceNeedless to say, the essay caused some concern. NeitherTracy nor I had discussed the software her companywould use nor had we discussed the type of copyrightthat would govern the e-book's usage. I mentioned theTechnology Review article and asked if she could giveme information on her company's e-book policies. Tracypromised to get back to me.

Eager to get started, I decided to call Stallman anyway and mention the book idea to him. When I did, he expressed immediate interest and immediate concern. "Did you read my essay on e-books?" he asked.

When I told him, yes, I had read the essay and was waiting to hear back from the publisher, Stallman laid out two conditions: he didn't want to lend support to an e-book licensing mechanism he fundamentally opposed, and he didn't want to come off as lending support. "I don't want to participate in anything that makes me look like a hypocrite," he said.

For Stallman, the software issue was secondary to the copyright issue. He said he was willing to ignore whatever software the publisher or its third-party vendors employed just so long as the company specified within the copyright that readers were free to make and distribute verbatim copies of the e-book's content. Stallman pointed to Stephen King's The Plant as a possible model. In June, 2000, King announced on his official web site that he was self-publishing The Plant in serial form. According to the announcement, the book's total cost would be $13, spread out over a series of $1 installments. As long as at least 75% of the readers paid for each chapter, King promised to continue releasing new installments. By August, the plan seemed to be working, as King had published the first two chapters with a third on the way.

"I'd be willing to accept something like that,"Stallman said. "As long as it also permitted verbatim copying."

I forwarded the information to Tracy. Feeling confident that she and I might be able to work out an equitable arrangement, I called up Stallman and set up the first interview for the book. Stallman agreed to the interview without making a second inquiry into the status issue. Shortly after the first interview, I raced to set up a second interview (this one in Kihei), squeezing it in before Stallman headed off on a 14-day vacation to Tahiti.

It was during Stallman's vacation that the bad news came from Tracy. Her company's legal department didn't want to adjust its copyright notice on the e-books. Readers who wanted to make their books transferable would either have to crack the encryption code or convert the book to an open format such as HTML. Either way, the would be breaking the law and facing criminal penalties.

With two fresh interviews under my belt, I didn't see any way to write the book without resorting to the new material. I quickly set up a trip to New York to meet with my agent and with Tracy to see if there was a compromise solution.

When I flew to New York, I met my agent, Henning Guttman. It was our first face-to-face meeting, and Henning seemed pessimistic about our chances of forcing a compromise, at least on the publisher's end. The large, established publishing houses already viewed the e-book format with enough suspicion and weren't in the mood to experiment with copyright language that made it easier for readers to avoid payment. As an agent who specialized in technology books, however, Henning was intrigued by the novel nature of my predicament. I told him about the two interviews I'd already gathered and the promise not to publish the book in a way that made Stallman "look like a hypocrite." Agreeing that I was in an ethical bind, Henning suggested we make that our negotiating point.

Barring that, Henning said, we could always take the carrot-and-stick approach. The carrot would be the publicity that came with publishing an e-book that honored the hacker community's internal ethics. The stick would be the risks associated with publishing an e-book that didn't. Nine months before Dmitri Skylarov became an Internet cause celebre, we knew it was only a matter of time before an enterprising programmer revealed how to hack e-books. We also knew that a major publishing house releasing an encryption-protected e-book on Richard M. Stallman was the software equivalent of putting "Steal This E-Book" on the cover.

After my meeting with Henning, I put a call into Stallman. Hoping to make the carrot more enticing, I discussed a number of potential compromises. What if the publisher released the book's content under a split license, something similar to what Sun Microsystems had done with Open Office, the free software desktop applications suite? The publisher could then release commercial versions of the e-book under a normal format, taking advantage of all the bells and whistles that went with the e-book software, while releasing the copyable version under a less aesthetically pleasing HTML format.

Stallman told me he didn't mind the split-license idea, but he did dislike the idea of making the freely copyable version inferior to the restricted version. Besides, he said, the idea was too cumbersome. Split licenses worked in the case of Sun's Open Office only because he had no control over the decision making. In this case, Stallman said, he did have a way to control the outcome. He could refuse to cooperate.

I made a few more suggestions with little effect. About the only thing I could get out of Stallman was a concession that the e-book's copyright restrict all forms of file sharing to "noncommercial redistribution."

Before I signed off, Stallman suggested I tell the publisher that I'd promised Stallman that the work would be free. I told Stallman I couldn't agree to that statement but that I did view the book as unfinishable without his cooperation. Seemingly satisfied, Stallman hung up with his usual sign-off line: "Happy hacking."

Henning and I met with Tracy the next day. Tracy said her company was willing to publish copyable excerpts in a unencrypted format but would limit the excerpts to 500 words. Henning informed her that this wouldn't be enough for me to get around my ethical obligation to Stallman. Tracy mentioned her own company's contractual obligation to online vendors such as Amazon.com. Even if the company decided to open up its e-book content this one time, it faced the risk of its partners calling it a breach of contract. Barring a change of heart in the executive suite or on the part of Stallman, the decision was up to me. I could use the interviews and go against my earlier agreement with Stallman, or I could plead journalistic ethics and back out of the verbal agreement to do the book.

Following the meeting, my agent and I relocated to a pub on Third Ave. I used his cell phone to call Stallman, leaving a message when nobody answered. Henning left for a moment, giving me time to collect my thoughts. When he returned, he was holding up the cell phone.

"It's Stallman," Henning said.

The conversation got off badly from the start. I relayed Tracy's comment about the publisher's contractual obligations.

"So," Stallman said bluntly. "Why should I give a damn about their contractual obligations?"

Because asking a major publishing house to risk a legal battle with its vendors over a 30,000 word e-book is a tall order, I suggested.

"Don't you see?" Stallman said. "That's exactly why I'm doing this. I want a signal victory. I want them to make a choice between freedom and business as usual."

As the words "signal victory" echoed in my head, I felt my attention wander momentarily to the passing foot traffic on the sidewalk. Coming into the bar, I had been pleased to notice that the location was less than half a block away from the street corner memorialized in the 1976 Ramones song, "53rd and 3rd," a song I always enjoyed playing in my days as a musician. Like the perpetually frustrated street hustler depicted in that song, I could feel things falling apart as quickly as they had come together. The irony was palpable. After weeks of gleefully recording other people's laments, I found myself in the position of trying to pull off the rarest of feats: a Richard Stallman compromise.

When I continued hemming and hawing, pleading the publisher's position and revealing my growing sympathy for it, Stallman, like an animal smelling blood, attacked.

"So that's it? You're just going to screw me? You're just going to bend to their will?"

I brought up the issue of a dual-copyright again.

"You mean license," Stallman said curtly.

"Yeah, license. Copyright. Whatever," I said, feeling suddenly like a wounded tuna trailing a rich plume of plasma in the water.

"Aw, why didn't you just fucking do what I told you to do!" he shouted.

I must have been arguing on behalf of the publisher to the very end, because in my notes I managed to save a final Stallman chestnut: "I don't care. What they're doing is evil. I can't support evil. Good-bye."

As soon as I put the phone down, my agent slid a freshly poured Guinness to me. "I figured you might need this," he said with a laugh. "I could see you shaking there towards the end."

I was indeed shaking. The shaking wouldn't stop until the Guinness was more than halfway gone. It felt weird, hearing myself characterized as an emissary of "evil." It felt weirder still, knowing that three months before, I was sitting in an Oakland apartment trying to come up with my next story idea. Now, I was sitting in a part of the world I'd only known through rock songs, taking meetings with publishing executives and drinking beer with an agent I'd never even laid eyes on until the day before. It was all too surreal, like watching my life reflected back as a movie montage.

About that time, my internal absurdity meter kicked in. The initial shaking gave way to convulsions of laughter. To my agent, I must have looked like a another fragile author undergoing an untimely emotional breakdown. To me, I was just starting to appreciate the cynical beauty of my situation. Deal or no deal, I already had the makings of a pretty good story. It was only a matter of finding a place to tell it. When my laughing convulsions finally subsided, I held up my drink in a toast.

"Welcome to the front lines, my friend," I said, clinking pints with my agent. "Might as well enjoy it."

If this story really were a play, here's where it would take a momentary, romantic interlude. Disheartened by the tense nature of our meeting, Tracy invited Henning and I to go out for drinks with her and some of her coworkers. We left the bar on Third Ave., headed down to the East Village, and caught up with Tracy and her friends.

Once there, I spoke with Tracy, careful to avoid shop talk. Our conversation was pleasant, relaxed. Before parting, we agreed to meet the next night. Once again, the conversation was pleasant, so pleasant that the Stallman e-book became almost a distant memory.

When I got back to Oakland, I called around to various journalist friends and acquaintances. I recounted my predicament. Most upbraided me for giving up too much ground to Stallman in the preinterview negotiation. A former j-school professor suggested I ignore Stallman's "hypocrite" comment and just write the story. Reporters who knew of Stallman's media-savviness expressed sympathy but uniformly offered the same response: it's your call.

I decided to put the book on the back burner. Even with the interviews, I wasn't making much progress. Besides, it gave me a chance to speak with Tracy without running things past Henning first. By Christmas we had traded visits: she flying out to the west coast once, me flying out to New York a second time. The day before New Year's Eve, I proposed. Deciding which coast to live on, I picked New York. By February, I packed up my laptop computer and all my research notes related to the Stallman biography, and we winged our way to JFK Airport. Tracy and I were married on May 11. So much for failed book deals.

During the summer, I began to contemplate turning my interview notes into a magazine article. Ethically, I felt in the clear doing so, since the original interview terms said nothing about traditional print media. To be honest, I also felt a bit more comfortable writing about Stallman after eight months of radio silence. Since our telephone conversation in September, I'd only received two emails from Stallman. Both chastised me for using "Linux" instead of "GNU/Linux" in a pair of articles for the web magazine Upside Today. Aside from that, I had enjoyed the silence. In June, about a week after the New York University speech, I took a crack at writing a 5,000-word magazine-length story about Stallman. This time, the words flowed. The distance had helped restore my lost sense of emotional perspective, I suppose.

In July, a full year after the original email from Tracy, I got a call from Henning. He told me that O'Reilly & Associates, a publishing house out of Sebastopol, California, was interested in the running the Stallman story as a biography. The news pleased me. Of all the publishing houses in the world, O'Reilly, the same company that had published Eric Raymond's The Cathedral and the Bazaar, seemed the most sensitive to the issues that had killed the earlier e-book. As a reporter, I had relied heavily on the O'Reilly book Open Sources as a historical reference. I also knew that various chapters of the book, including a chapter written by Stallman, had been published with copyright notices that permitted redistribution. Such knowledge would come in handy if the issue of electronic publication ever came up again.

Sure enough, the issue did come up. I learned through Henning that O'Reilly intended to publish the biography both as a book and as part of its new Safari Tech Books Online subscription service. The Safari user license would involve special restrictions,1 Henning warned, but O'Reilly was willing to allow for a copyright that permitted users to copy and share and the book's text regardless of medium. Basically, as author, I had the choice between two licenses: the Open Publication License or the GNU Free Documentation License.

I checked out the contents and background of each license. The Open Publication License (OPL)See "The Open Publication License: Draft v1.0" (June 8, 1999).

http://opencontent.org/openpub/gives readers the right to reproduce and distribute awork, in whole or in part, in any medium "physical orelectronic," provided the copied work retains the OpenPublication License. It also permits modification of awork, provided certain conditions are met. Finally, theOpen Publication License includes a number of options,which, if selected by the author, can limit thecreation of "substantively modified" versions orbook-form derivatives without prior author approval.

The GNU Free Documentation License (GFDL),See "The GNU Free DocumentationLicense: Version 1.1"(March, 2000).

http://www.gnu.org/copyleft/fdl.htmlmeanwhile, permits the copying and distribution of adocument in any medium, provided the resulting workcarries the same license. It also permits themodification of a document provided certain conditions.Unlike the OPL, however, it does not give authors theoption to restrict certain modifications. It also doesnot give authors the right to reject modifications thatmight result in a competitive book product. It doesrequire certain forms of front- and back-coverinformation if a party other than the copyright holderwishes to publish more than 100 copies of a protectedwork, however.

In the course of researching the licenses, I also made sure to visit the GNU Project web page titled "Various Licenses and Comments About Them."See http://www.gnu.org/philosophy/license-list.html On that page, I found a Stallman critique of the Open Publication License. Stallman's critique related to the creation of modified works and the ability of an author to select either one of the OPL's options to restrict modification. If an author didn't want to select either option, it was better to use the GFDL instead, Stallman noted, since it minimized the risk of the nonselected options popping up in modified versions of a document.

The importance of modification in both licenses was a reflection of their original purpose-namely, to give software-manual owners a chance to improve their manuals and publicize those improvements to the rest of the community. Since my book wasn't a manual, I had little concern about the modification clause in either license. My only concern was giving users the freedom to exchange copies of the book or make copies of the content, the same freedom they would have enjoyed if they purchased a hardcover book. Deeming either license suitable for this purpose, I signed the O'Reilly contract when it came to me.

Still, the notion of unrestricted modification intrigued me. In my early negotiations with Tracy, I had pitched the merits of a GPL-style license for the e-book's content. At worst, I said, the license would guarantee a lot of positive publicity for the e-book. At best, it would encourage readers to participate in the book-writing process. As an author, I was willing to let other people amend my work just so long as my name always got top billing. Besides, it might even be interesting to watch the book evolve. I pictured later editions looking much like online versions of the Talmud, my original text in a central column surrounded by illuminating, third-party commentary in the margins.

My idea drew inspiration from Project Xanadu (http://www.xanadu.com/), the legendary software concept originally conceived by Ted Nelson in 1960. During the O'Reilly Open Source Conference in 1999, I had seen the first demonstration of the project's open source offshoot Udanax and had been wowed by the result. In one demonstration sequence, Udanax displayed a parent document and a derivative work in a similar two-column, plain-text format. With a click of the button, the program introduced lines linking each sentence in the parent to its conceptual offshoot in the derivative. An e-book biography of Richard M. Stallman didn't have to be Udanax-enabled, but given such technological possibilities, why not give users a chance to play around?Anybody willing to "port" this book over to Udanax, the free software version of Xanadu, will receive enthusiastic support from me. To find out more about this intriguing technology, visit

http://www.udanax.com/.

When Laurie Petrycki, my editor at O'Reilly, gave me a choice between the OPL or the GFDL, I indulged the fantasy once again. By September of 2001, the month I signed the contract, e-books had become almost a dead topic. Many publishing houses, Tracy's included, were shutting down their e-book imprints for lack of interest. I had to wonder. If these companies had treated e-books not as a form of publication but as a form of community building, would those imprints have survived?

After I signed the contract, I notified Stallman that the book project was back on. I mentioned the choice O'Reilly was giving me between the Open Publication License and the GNU Free Documentation License. I told him I was leaning toward the OPL, if only for the fact I saw no reason to give O'Reilly's competitors a chance to print the same book under a different cover. Stallman wrote back, arguing in favor of the GFDL, noting that O'Reilly had already used it several times in the past. Despite the events of the past year, I suggested a deal. I would choose the GFDL if it gave me the possibility to do more interviews and if Stallman agreed to help O'Reilly publicize the book. Stallman agreed to participate in more interviews but said that his participation in publicity-related events would depend on the content of the book. Viewing this as only fair, I set up an interview for December 17, 2001 in Cambridge.

I set up the interview to coincide with a business trip my wife Tracy was taking to Boston. Two days before leaving, Tracy suggested I invite Stallman out to dinner.

"After all," she said, "he is the one who brought us together."

I sent an email to Stallman, who promptly sent a return email accepting the offer. When I drove up to Boston the next day, I met Tracy at her hotel and hopped the T to head over to MIT. When we got to Tech Square, I found Stallman in the middle of a conversation just as we knocked on the door.

"I hope you don't mind," he said, pulling the door open far enough so that Tracy and I could just barely hear Stallman's conversational counterpart. It was a youngish woman, mid-20s I'd say, named Sarah.

"I took the liberty of inviting somebody else to have dinner with us," Stallman said, matter-of-factly, giving me the same cat-like smile he gave me back in that Palo Alto restaurant.

To be honest, I wasn't too surprised. The news that Stallman had a new female friend had reached me a few weeks before, courtesy of Stallman's mother. "In fact, they both went to Japan last month when Richard went over to accept the Takeda Award," Lippman told me at the time.Alas, I didn't find out about the Takeda Foundation's decision to award Stallman, along with Linus Torvalds and Ken Sakamura, with its first-ever award for "Techno-Entrepreneurial Achievement for Social/Economic Well-Being" until after Stallman had made the trip to Japan to accept the award. For more information about the award and its accompanying $1 million prize, visit the Takeda site, http://www.takeda-foundation.jp/.

On the way over to the restaurant, I learned the circumstances of Sarah and Richard's first meeting. Interestingly, the circumstances were very familiar. Working on her own fictional book, Sarah said she heard about Stallman and what an interesting character he was. She promptly decided to create a character in her book on Stallman and, in the interests of researching the character, set up an interview with Stallman. Things quickly went from there. The two had been dating since the beginning of 2001, she said.

"I really admired the way Richard built up an entire political movement to address an issue of profound personal concern," Sarah said, explaining her attraction to Stallman.

My wife immediately threw back the question: "What was the issue?"

"Crushing loneliness."

During dinner, I let the women do the talking and spent most of the time trying to detect clues as to whether the last 12 months had softened Stallman in any significant way. I didn't see anything to suggest they had. Although more flirtatious than I remembered-a flirtatiousness spoiled somewhat by the number of times Stallman's eyes seemed to fixate on my wife's chest-Stallman retained the same general level of prickliness. At one point, my wife uttered an emphatic "God forbid" only to receive a typical Stallman rebuke.

"I hate to break it to you, but there is no God,"Stallman said.

Afterwards, when the dinner was complete and Sarah had departed, Stallman seemed to let his guard down a little. As we walked to a nearby bookstore, he admitted that the last 12 months had dramatically changed his outlook on life. "I thought I was going to be alone forever," he said. "I'm glad I was wrong."

Before parting, Stallman handed me his "pleasure card," a business card listing Stallman's address, phone number, and favorite pastimes ("sharing good books, good food and exotic music and dance") so that I might set up a final interview.

Stallman's "pleasure" card, handed to me the night of our dinner.

The next day, over another meal of dim sum, Stallman seemed even more lovestruck than the night before. Recalling his debates with Currier House dorm maters over the benefits and drawbacks of an immortality serum, Stallman expressed hope that scientists might some day come up with the key to immortality. "Now that I'm finally starting to have happiness in my life, I want to have more," he said.

When I mentioned Sarah's "crushing loneliness" comment, Stallman failed to see a connection between loneliness on a physical or spiritual level and loneliness on a hacker level. "The impulse to share code is about friendship but friendship at a much lower level," he said. Later, however, when the subject came up again, Stallman did admit that loneliness, or the fear of perpetual loneliness, had played a major role in fueling his determination during the earliest days of the GNU Project.

"My fascination with computers was not a consequence of anything else," he said. "I wouldn't have been less fascinated with computers if I had been popular and all the women flocked to me. However, it's certainly true the experience of feeling I didn't have a home, finding one and losing it, finding another and having it destroyed, affected me deeply. The one I lost was the dorm. The one that was destroyed was the AI Lab. The precariousness of not having any kind of home or community was very powerful. It made me want to fight to get it back."

After the interview, I couldn't help but feel a certain sense of emotional symmetry. Hearing Sarah describe what attracted her to Stallman and hearing Stallman himself describe the emotions that prompted him to take up the free software cause, I was reminded of my own reasons for writing this book. Since July, 2000, I have learned to appreciate both the seductive and the repellent sides of the Richard Stallman persona. Like Eben Moglen before me, I feel that dismissing that persona as epiphenomenal or distracting in relation to the overall free software movement would be a grievous mistake. In many ways the two are so mutually defining as to be indistinguishable.

While I'm sure not every reader feels the same level of affinity for Stallman-indeed, after reading this book, some might feel zero affinity-I'm sure most will agree. Few individuals offer as singular a human portrait as Richard M. Stallman. It is my sincere hope that, with this initial portrait complete and with the help of the GFDL, others will feel a similar urge to add their own perspective to that portrait.

Appendix A : Terminology

For the most part, I have chosen to use the term GNU/Linux in reference to the free software operating system and Linux when referring specifically to the kernel that drives the operating system. The most notable exception to this rule comes in Chapter 9 . In the final part of that chapter, I describe the early evolution of Linux as an offshoot of Minix. It is safe to say that during the first two years of the project's development, the operating system Torvalds and his colleagues were working on bore little similarity to the GNU system envisioned by Stallman, even though it gradually began to share key components, such as the GNU C Compiler and the GNU Debugger.

This decision further benefits from the fact that, prior to 1993, Stallman saw little need to insist on credit.

Some might view the decision to use GNU/Linux for later versions of the same operating system as arbitrary. I would like to point out that it was in no way a prerequisite for gaining Stallman's cooperation in the making of this book. I came to it of my own accord, partly because of the operating system's modular nature and the community surrounding it, and partly because of the apolitical nature of the Linux name. Given that this is a biography of Richard Stallman, it seemed inappropriate to define the operating system in apolitical terms.

In the final phases of the book, when it became clear that O'Reilly & Associates would be the book's publisher, Stallman did make it a condition that I use "GNU/Linux" instead of Linux if O'Reilly expected him to provide promotional support for the book after publication. When informed of this, I relayed my earlier decision and left it up to Stallman to judge whether the resulting book met this condition or not. At the time of this writing, I have no idea what Stallman's judgment will be.

A similar situation surrounds the terms "free software" and "open source." Again, I have opted for the more politically laden "free software" term when describing software programs that come with freely copyable and freely modifiable source code. Although more popular, I have chosen to use the term "open source" only when referring to groups and businesses that have championed its usage. But for a few instances, the terms are completely interchangeable, and in making this decision I have followed the advice of Christine Peterson, the person generally credited with coining the term. "The `free software' term should still be used in circumstances where it works better," Peterson writes. "[`Open source'] caught on mainly because a new term was greatly needed, not because it's ideal."

Appendix B Hack, Hackers, and Hacking

To understand the full meaning of the word " hacker," it helps to examine the word's etymology over the years.

The New Hacker Dictionary , an online compendium of software-programmer jargon, officially lists nine different connotations of the word "hack" and a similar number for "hacker." Then again, the same publication also includes an accompanying essay that quotes Phil Agre, an MIT hacker who warns readers not to be fooled by the word's perceived flexibility. "Hack has only one meaning," argues Agre. "An extremely subtle and profound one which defies articulation."

Regardless of the width or narrowness of the definition, most modern hackers trace the word back to MIT, where the term bubbled up as popular item of student jargon in the early 1950s. In 1990 the MIT Museum put together a journal documenting the hacking phenomenon. According to the journal, students who attended the institute during the fifties used the word "hack" the way a modern student might use the word "goof." Hanging a jalopy out a dormitory window was a "hack," but anything harsh or malicious-e.g., egging a rival dorm's windows or defacing a campus statue-fell outside the bounds. Implicit within the definition of "hack" was a spirit of harmless, creative fun.

This spirit would inspire the word's gerund form: "hacking." A 1950s student who spent the better part of the afternoon talking on the phone or dismantling a radio might describe the activity as "hacking." Again, a modern speaker would substitute the verb form of "goof"-"goofing" or "goofing off"-to describe the same activity.

As the 1950s progressed, the word "hack" acquired a sharper, more rebellious edge. The MIT of the 1950s was overly competitive, and hacking emerged as both a reaction to and extension of that competitive culture. Goofs and pranks suddenly became a way to blow off steam, thumb one's nose at campus administration, and indulge creative thinking and behavior stifled by the Institute's rigorous undergraduate curriculum. With its myriad hallways and underground steam tunnels, the Institute offered plenty of exploration opportunities for the student undaunted by locked doors and "No Trespassing" signs. Students began to refer to their off-limits explorations as "tunnel hacking." Above ground, the campus phone system offered similar opportunities. Through casual experimentation and due diligence, students learned how to perform humorous tricks. Drawing inspiration from the more traditional pursuit of tunnel hacking, students quickly dubbed this new activity "phone hacking."

The combined emphasis on creative play and restriction-free exploration would serve as the basis for the future mutations of the hacking term. The first self-described computer hackers of the 1960s MIT campus originated from a late 1950s student group called the Tech Model Railroad Club. A tight clique within the club was the Signals and Power (S&P) Committee-the group behind the railroad club's electrical circuitry system. The system was a sophisticated assortment of relays and switches similar to the kind that controlled the local campus phone system. To control it, a member of the group simply dialed in commands via a connected phone and watched the trains do his bidding.

The nascent electrical engineers responsible for building and maintaining this system saw their activity as similar in spirit to phone hacking. Adopting the hacking term, they began refining it even further. From the S&P hacker point of view, using one less relay to operate a particular stretch of track meant having one more relay for future play. Hacking subtly shifted from a synonym for idle play to a synonym for idle play that improved the overall performance or efficiency of the club's railroad system at the same time. Soon S&P committee members proudly referred to the entire activity of improving and reshaping the track's underlying circuitry as "hacking" and to the people who did it as "hackers."

Given their affinity for sophisticated electronics-not to mention the traditional MIT-student disregard for closed doors and "No Trespassing" signs-it didn't take long before the hackers caught wind of a new machine on campus. Dubbed the TX-0, the machine was one of the first commercially marketed computers. By the end of the 1950s, the entire S&P clique had migrated en masse over to the TX-0 control room, bringing the spirit of creative play with them. The wide-open realm of computer programming would encourage yet another mutation in etymology. "To hack" no longer meant soldering unusual looking circuits, but cobbling together software programs with little regard to "official" methods or software-writing procedures. It also meant improving the efficiency and speed of already-existing programs that tended to hog up machine resources. True to the word's roots, it also meant writing programs that served no other purpose than to amuse or entertain.

A classic example of this expanded hacking definition is the game Spacewar, the first interactive video game. Developed by MIT hackers in the early 1960s, Spacewar had all the traditional hacking definitions: it was goofy and random, serving little useful purpose other than providing a nightly distraction for the dozen or so hackers who delighted in playing it. From a software perspective, however, it was a monumental testament to innovation of programming skill. It was also completely free. Because hackers had built it for fun, they saw no reason to guard their creation, sharing it extensively with other programmers. By the end of the 1960s, Spacewar had become a favorite diversion for mainframe programmers around the world.

This notion of collective innovation and communal software ownership distanced the act of computer hacking in the 1960s from the tunnel hacking and phone hacking of the 1950s. The latter pursuits tended to be solo or small-group activities. Tunnel and phone hackers relied heavily on campus lore, but the off-limits nature of their activity discouraged the open circulation of new discoveries. Computer hackers, on the other hand, did their work amid a scientific field biased toward collaboration and the rewarding of innovation. Hackers and "official" computer scientists weren't always the best of allies, but in the rapid evolution of the field, the two species of computer programmer evolved a cooperative-some might say symbiotic-relationship.

It is a testament to the original computer hackers' prodigious skill that later programmers, including Richard M. Stallman, aspired to wear the same hacker mantle. By the mid to late 1970s, the term "hacker" had acquired elite connotations. In a general sense, a computer hacker was any person who wrote software code for the sake of writing software code. In the particular sense, however, it was a testament to programming skill. Like the term "artist," the meaning carried tribal overtones. To describe a fellow programmer as hacker was a sign of respect. To describe oneself as a hacker was a sign of immense personal confidence. Either way, the original looseness of the computer-hacker appellation diminished as computers became more common.

As the definition tightened, "computer" hacking acquired additional semantic overtones. To be a hacker, a person had to do more than write interesting software; a person had to belong to the hacker "culture" and honor its traditions the same way a medieval wine maker might pledge membership to a vintners' guild. The social structure wasn't as rigidly outlined as that of a guild, but hackers at elite institutions such as MIT, Stanford, and Carnegie Mellon began to speak openly of a "hacker ethic": the yet-unwritten rules that governed a hacker's day-to-day behavior. In the 1984 book Hackers, author Steven Levy, after much research and consultation, codified the hacker ethic as five core hacker tenets.

In many ways, the core tenets listed by Levy continue to define the culture of computer hacking. Still, the guild-like image of the hacker community was undermined by the overwhelmingly populist bias of the software industry. By the early 1980s, computers were popping up everywhere, and programmers who once would have had to travel to top-rank institutions or businesses just to gain access to a machine suddenly had the ability to rub elbows with major-league hackers via the ARPAnet. The more these programmers rubbed elbows, the more they began to appropriate the anarchic philosophies of the hacker culture in places like MIT. Lost within the cultural transfer, however, was the native MIT cultural taboo against malicious behavior. As younger programmers began employing their computer skills to harmful ends-creating and disseminating computer viruses, breaking into military computer systems, deliberately causing machines such as MIT Oz, a popular ARPAnet gateway, to crash-the term "hacker" acquired a punk, nihilistic edge. When police and businesses began tracing computer-related crimes back to a few renegade programmers who cited convenient portions of the hacking ethic in defense of their activities, the word "hacker" began appearing in newspapers and magazine stories in a negative light. Although books like Hackers did much to document the original spirit of exploration that gave rise to the hacking culture, for most news reporters, "computer hacker" became a synonym for "electronic burglar."

Although hackers have railed against this perceived misusage for nearly two decades, the term's rebellious connotations dating back to the 1950s make it hard to discern the 15-year-old writing software programs that circumvent modern encryption programs from the 1960s college student, picking locks and battering down doors to gain access to the lone, office computer terminal. One person's creative subversion of authority is another person's security headache, after all. Even so, the central taboo against malicious or deliberately harmful behavior remains strong enough that most hackers prefer to use the term " cracker"-i.e., a person who deliberately cracks a computer security system to steal or vandalize data-to describe the subset of hackers who apply their computing skills maliciously.

This central taboo against maliciousness remains the primary cultural link between the notion of hacking in the early 21st century and hacking in the 1950s. It is important to note that, as the idea of computer hacking has evolved over the last four decades, the original notion of hacking-i.e., performing pranks or exploring underground tunnels-remains intact. In the fall of 2000, the MIT Museum paid tradition to the Institute's age-old hacking tradition with a dedicated exhibit, the Hall of Hacks. The exhibit includes a number of photographs dating back to the 1920s, including one involving a mock police cruiser. In 1993, students paid homage to the original MIT notion of hacking by placing the same police cruiser, lights flashing, atop the Institute's main dome. The cruiser's vanity license plate read IHTFP, a popular MIT acronym with many meanings. The most noteworthy version, itself dating back to the pressure-filled world of MIT student life in the 1950s, is "I hate this fucking place." In 1990, however, the Museum used the acronym as a basis for a journal on the history of hacks. Titled, The Institute for Hacks Tomfoolery and Pranks, the journal offers an adept summary of the hacking.

"In the culture of hacking, an elegant, simple creation is as highly valued as it is in pure science," writes Boston Globe reporter Randolph Ryan in a 1993 article attached to the police car exhibit. "A Hack differs from the ordinary college prank in that the event usually requires careful planning, engineering and finesse, and has an underlying wit and inventiveness," Ryan writes. "The unwritten rule holds that a hack should be good-natured, non-destructive and safe. In fact, hackers sometimes assist in dismantling their own handiwork."

The urge to confine the culture of computer hacking within the same ethical boundaries is well-meaning but impossible. Although most software hacks aspire to the same spirit of elegance and simplicity, the software medium offers less chance for reversibility. Dismantling a police cruiser is easy compared with dismantling an idea, especially an idea whose time has come. Hence the growing distinction between "black hat" and "white hat"-i.e., hackers who turn new ideas toward destructive, malicious ends versus hackers who turn new ideas toward positive or, at the very least, informative ends.

Once a vague item of obscure student jargon, the word "hacker" has become a linguistic billiard ball, subject to political spin and ethical nuances. Perhaps this is why so many hackers and journalists enjoy using it. Where that ball bounces next, however, is anybody's guess.

Appendix C GNU Free Documentation License (GFDL)

GNU Free Documentation License Version 1.1, March 2000 Copyright (C) 2000 Free Software Foundation, Inc. 59 Temple Place, Suite 330, Boston, MA 02111-1307 USA Everyone is permitted to copy and distribute verbatim copies of this license document, but changing it is not allowed. PREAMBLE The purpose of this License is to make a manual, textbook, or other written document "free" in the sense of freedom: to assure everyone the effective freedom to copy and redistribute it, with or without modifying it, either commercially or noncommercially. Secondarily, this License preserves for the author and publisher a way to get credit for their work, while not being considered responsible for modifications made by others.

This License is a kind of "copyleft," which means that derivative works of the document must themselves be free in the same sense. It complements the GNU General Public License, which is a copyleft license designed for free software.

We have designed this License in order to use it for manuals for free software, because free software needs free documentation: a free program should come with manuals providing the same freedoms that the software does. But this License is not limited to software manuals; it can be used for any textual work, regardless of subject matter or whether it is published as a printed book. We recommend this License principally for works whose purpose is instruction or reference. APPLICABILITY AND DEFINITIONS This License applies to any manual or other work that contains a notice placed by the copyright holder saying it can be distributed under the terms of this License. The "Document", below, refers to any such manual or work. Any member of the public is a licensee, and is addressed as "you."

A "Modified Version" of the Document means any work containing the Document or a portion of it, either copied verbatim, or with modifications and/or translated into another language.

A "Secondary Section" is a named appendix or a front-matter section of the Document that deals exclusively with the relationship of the publishers or authors of the Document to the Document's overall subject (or to related matters) and contains nothing that could fall directly within that overall subject. (For example, if the Document is in part a textbook of mathematics, a Secondary Section may not explain any mathematics.) The relationship could be a matter of historical connection with the subject or with related matters, or of legal, commercial, philosophical, ethical or political position regarding them.

The "Invariant Sections" are certain Secondary Sectionswhose titles are designated, as being those ofInvariant Sections, in the notice that says that theDocument is released under this License.

The "Cover Texts" are certain short passages of text that are listed, as Front-Cover Texts or Back-Cover Texts, in the notice that says that the Document is released under this License.

A "Transparent" copy of the Document means a machine-readable copy, represented in a format whose specification is available to the general public, whose contents can be viewed and edited directly and straightforwardly with generic text editors or (for images composed of pixels) generic paint programs or (for drawings) some widely available drawing editor, and that is suitable for input to text formatters or for automatic translation to a variety of formats suitable for input to text formatters. A copy made in an otherwise Transparent file format whose markup has been designed to thwart or discourage subsequent modification by readers is not Transparent. A copy that is not "Transparent" is called "Opaque."


Back to IndexNext