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The Open Group

Legal Track

Preface on Conference

Open Source is a topic that is demanding the attention of CIOs, CTOs, and senior executives. On June 24 and 25th, the University of St. Thomas and The Open Group will host a standards workshop in Minneapolis for senior business executives. This one-and-a-half day standards conference for senior executives, comprising four panels, will feature an introduction of the issues and follow-up with an interactive discussion between the speakers the audience. The aim is to capture and publish the issues that are discussed in order to raise the industry awareness of the benefits of Open Source. The panel sessions cover each of the Business, Technical, Legal, and Social/Ethical Challenges Ahead.

Legal Panel Objective

The Legal Panel, moderated by Steve Nunn, COO, The Open Group will seek to understand and capture the following about Open Source:

  • Understand licensing and distribution
  • Special considerations for Intellectual Property Rights (IPR)
  • Link between Open Source and standards from a legal point of view

The Legal Panel will answer moderated and ad hoc questions concerning the above and related issues as they arise through the dialogue.

Legal Panelists

Currently the status of the technical panel is:

  1. Lawrence E. (Larry) Rosen, Rosenlaw.com
    Larry is both an attorney and a computer specialist.
  2. Henry W. (Hank) Jones, III, Intersect Technology Consulting and Law Office of Henry W. Jones, III
    Hank is both an attorney and a business consultant.
  3. Tony Stanko, Founding Director, The Center for Open Source & Government, and Associate Director, Cyber Security Policy and Research Institute, The George Washington University
  4. Amy Marasco, Vice President & General Counsel, American National Standards Institute (ANSI)

Legal Panel Agenda

The legal panel session will be approximately 2 hours in length and follow the agenda below.

  • Introduction by Steve Nunn (5 minutes max). Steve will provide some background on the legal issues.
  • Introduction of each panel member and their opening positions (5 to 10 minutes each) (50 minutes). Panelists will come up individually and introduce themselves with greater detail and then present a few slides that represent their principal areas of discussion, that is, licensing issues, special IP considerations, and the link between open source and standards
  • Panel session with a mixture of moderated questions and questions from the audience (60 minutes). Steve and the audience will ask questions directed at all or specific panelists, including questions such as:
    • In legal terms, what does, and what does not, fall into the category of Open Source software (for example, shareware)?
    • What kind of legal roadmaps are out there—court cases, arbitrations, and so on?
    • Who decides whether an Open Source product has been handled properly? As a corollary, how do Open Source advocates know that someone is breaking the rules?
    • Are there any key cases that have helped define Open Source?
    • Which Open Source software license ambiguities will trigger OSS license interpretation litigations and arbitrations?
    • How soon will OSS license ambiguities be tested in litigation (or arbitration)?
    • Are there any new development sin OSS licensing terms and conditions?
    • What are the big disagreements or political issues among Open Source advocacy groups and leaders?
    • What is the nature of IP attacks issued by vendors who feel threatened?
    • What is the relationship (and differences) between Open Source and open standards?
    • Does the traditional standards community feel threatened by Open Source, and if so, what are they likely to do?
  • Thanks and close of Panel Session (5 minutes max)
  • Summary readout and discussion (30 minutes on day 2). Where Steve will summarize the key points and observations from the discussion to provoke a discussion on next steps between the panelists and audience.
Legal Panel Participant Requirements

Panelists should send presentations for their specific introduction and their opening positions. The presentations should be designed for 5 to 10 minutes. It is recommended that at least 4 slides be provided:

  • Introduction slide for the panelist
  • Slide outlining biggest concerns in their topic area
  • Slide summarizing status of key issues in their topic area
  • Slide projecting next steps and/or emerging issues

All the presentations will be preloaded in a master presentation and run from a single PC.

We also encourage the positions be supported by a short paper that would be posted, with attribution, along with proceedings. At the minimum, we request an abstract of the presentation for the proceedings. Please note: The proceedings will be made publicly available at no charge.

All panelists are encouraged to attend the full event, especially to participate in the summary discussion on the second day.
Finally, we encourage panelists to send questions that you think should be brought forth – either to reinforce pints that you wish to raise, or to seek the views of other panelists. We cannot guarantee to cover all questions, but will do our best.


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