Fear, uncertainty, and doubt

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Fear, uncertainty, and doubt (often shortened to FUD) is a manipulative propaganda tactic used in sales, marketing, public relations, politics, polling, and cults. FUD is generally a strategy to influence perception by disseminating negative and dubious or false information, and is a manifestation of the appeal to fear.

Contents

Definition

The term "fear, uncertainty, and doubt" appeared as far back as the 1920s, [1] [2] whereas the similar formulation "doubts, fears, and uncertainties" reaches back to 1693. [3] [4] By 1975, the term was appearing abbreviated as FUD in marketing and sales contexts [5] as well as in public relations: [6]

One of the messages dealt with is FUD—the fear, uncertainty and doubt on the part of customer and sales person alike that stifles the approach and greeting. [5]

The abbreviation FUD is also alternatively rendered as "fear, uncertainty, and disinformation". [7]

FUD was first used with its common current technology-related meaning by Gene Amdahl in 1975, after he left IBM to found his own company, Amdahl Corp. [8]

FUD is the fear, uncertainty and doubt that IBM sales people instill in the minds of potential customers who might be considering Amdahl products. [8]

This usage of FUD to describe disinformation in the computer hardware industry is said to have led to subsequent popularization of the term. [9]

As Eric S. Raymond wrote: [8]

The idea, of course, was to persuade buyers to go with safe IBM gear rather than with competitors' equipment. This implicit coercion was traditionally accomplished by promising that Good Things would happen to people who stuck with IBM, but Dark Shadows loomed over the future of competitors' equipment or software. After 1991, the term has become generalized to refer to any kind of disinformation used as a competitive weapon. [8]

By spreading questionable information about the drawbacks of less well-known products, an established company can discourage decision-makers from choosing those products over its own, regardless of the relative technical merits. This is a recognized phenomenon, epitomized by the traditional axiom of purchasing agents that "nobody ever got fired for buying IBM equipment". The aim is to have IT departments buy software they know to be technically inferior because upper management is more likely to recognize the brand.

Examples

Tobacco Industry

The strategy of deliberately sowing doubts about scientific findings was used by the tobacco industry. [10]

Software producers

Microsoft

From the 1990s onward, the term became most often associated with Microsoft. Roger Irwin said: [11]

Microsoft soon picked up the art of FUD from IBM, and throughout the '80s used FUD as a primary marketing tool, much as IBM had in the previous decade. They ended up out FUD-ing IBM themselves during the OS/2 vs Win3.1 years.

In 1996, Caldera, Inc. accused Microsoft of several anti-competitive practices, including issuing vaporware announcements, creating FUD, and excluding competitors from participating in beta-test programs in order to destroy competition in the DOS market. [12] [13] One of the claims was related to having modified Windows 3.1 so that it would not run on DR DOS 6.0 although there were no technical reasons for it not to work. [12] [14] This was caused by the so-called AARD code, some encrypted piece of code, which had been found in a number of Microsoft programs. The code would fake nonsensical error messages if run on DR DOS, like: [15] [16] [17]

Non-Fatal error detected: error #2726
Please contact Windows 3.1 beta support
Press ENTER to exit or C to continue [15] [16] [17]

If the user chose to press C, Windows would continue to run on DR DOS without problems. There was speculation that the purpose of this code was to create doubts about DR DOS's compatibility and thereby destroy the product's reputation; [15] [16] internal Microsoft memos published as part of the United States v. Microsoft antitrust case later confirmed this. [18] At one point, Microsoft CEO Bill Gates sent a memo to a number of employees, reading

You never sent me a response on the question of what things an app would do that would make it run with MS-DOS and not run with DR-DOS. Is there [a] feature they have that might get in our way? [12] [19]

Microsoft Senior Vice President Brad Silverberg later sent another memo, stating

What the [user] is supposed to do is feel uncomfortable, and when he has bugs, suspect that the problem is DR-DOS and then go out to buy MS-DOS. [12] [19]

In 2000, Microsoft settled the lawsuit out-of-court for an undisclosed sum, which in 2009 was revealed to be $280 million. [20] [21] [22] [23]

At around the same time, the leaked internal Microsoft "Halloween documents" stated "OSS [Open Source Software] is long-term credible… [therefore] FUD tactics cannot be used to combat it." [24] Open source software, and the Linux community in particular, are widely perceived as frequent targets of Microsoft's FUD:

SCO v. IBM

The SCO Group's 2003 lawsuit against IBM, funded by Microsoft, claiming $5 billion in intellectual property infringements by the free software community, is an example of FUD, according to IBM, which argued in its counterclaim that SCO was spreading "fear, uncertainty, and doubt". [32]

Magistrate Judge Brooke C. Wells wrote (and Judge Dale Albert Kimball concurred) in her order limiting SCO's claims: "The court finds SCO's arguments unpersuasive. SCO's arguments are akin to SCO telling IBM, 'sorry, we are not going to tell you what you did wrong because you already know...' SCO was required to disclose in detail what it feels IBM misappropriated... the court finds it inexcusable that SCO is... not placing all the details on the table. Certainly if an individual were stopped and accused of shoplifting after walking out of Neiman Marcus they would expect to be eventually told what they allegedly stole. It would be absurd for an officer to tell the accused that 'you know what you stole, I'm not telling.' Or, to simply hand the accused individual a catalog of Neiman Marcus' entire inventory and say 'it's in there somewhere, you figure it out.'" [33]

Regarding the matter, Darl Charles McBride, President and CEO of SCO, made the following statements:

  1. "IBM has taken our valuable trade secrets and given them away to Linux,"
  2. "We're finding... cases where there is line-by-line code in the Linux kernel that is matching up to our UnixWare code"
  3. "...unless more companies start licensing SCO's property... [SCO] may also sue Linus Torvalds... for patent infringement."
  4. "Both companies [IBM and Red Hat] have shifted liability to the customer and then taunted us to sue them."
  5. "We have the ability to go to users with lawsuits and we will if we have to, 'It would be within SCO Group's rights to order every copy of AIX [IBM's proprietary UNIX] destroyed'"
  6. "As of Friday, [13] June [2003], we will be done trying to talk to IBM, and we will be talking directly to its customers and going in and auditing them. IBM no longer has the authority to sell or distribute IBM AIX and customers no longer have the right to use AIX software"
  7. "If you just drag this out in a typical litigation path, where it takes years and years to settle anything, and in the meantime you have all this uncertainty clouding over the market..."
  8. "Users are running systems that have basically pirated software inside, or stolen software inside of their systems, they have liability." [34]

SCO stock skyrocketed from under US$3 a share to over US$20 in a matter of weeks in 2003. It later dropped to around [35] US$1.2—then crashed to under 50 cents on 13 August 2007, in the aftermath of a ruling that Novell owns the UNIX copyrights. [36]

Apple

Apple's claim that iPhone jailbreaking could potentially allow hackers to crash cell phone towers was described by Fred von Lohmann, a representative of the Electronic Frontier Foundation (EFF), as a "kind of theoretical threat...more FUD than truth". [37]

Security industry

FUD is widely recognized as a tactic to promote the sale or implementation of security products and measures. It is possible to find pages describing purely artificial problems. Such pages frequently contain links to the demonstrating source code that does not point to any valid location and sometimes even links that "will execute malicious code on your machine regardless of current security software", leading to pages without any executable code.[ citation needed ]

The drawback to the FUD tactic in this context is that, when the stated or implied threats fail to materialize over time, the customer or decision-maker frequently reacts by withdrawing budgeting or support from future security initiatives. [38]

FUD has also been utilized in technical support scams, which may use fake error messages to scare unwitting computer users, especially the elderly or computer-illiterate, into paying for a supposed fix for a non-existent problem, [39] to avoid being framed for criminal charges such as unpaid taxes, or in extreme cases, false accusations of illegal acts such as child pornography. [40]

Caltex

The FUD tactic was used by Caltex Australia in 2003. According to an internal memo, which was subsequently leaked, they wished to use FUD to destabilize franchisee confidence, and thus get a better deal for Caltex. This memo was used as an example of unconscionable behaviour in a Senate inquiry. Senior management claimed that it was contrary to and did not reflect company principles. [41] [42] [43]

Clorox

In 2008, Clorox was the subject of both consumer and industry criticism for advertising its Green Works line of allegedly environmentally friendly cleaning products using the slogan, "Finally, Green Works." [44] The slogan implied both that "green" products manufactured by other companies which had been available to consumers prior to the introduction of Clorox's GreenWorks line had all been ineffective, and also that the new GreenWorks line was at least as effective as Clorox's existing product lines. The intention of this slogan and the associated advertising campaign has been interpreted as appealing to consumers' fears that products from companies with less brand recognition are less trustworthy or effective. Critics also pointed out that, despite its representation of GreenWorks products as "green" in the sense of being less harmful to the environment and/or consumers using them, the products contain a number of ingredients advocates of natural products have long campaigned against the use of in household products due to toxicity to humans or their environment. [45] All three implicit claims have been disputed, and some of their elements disproven, by environmental groups, consumer-protection groups, and the industry self-regulatory Better Business Bureau. [46]

See also

Related Research Articles

The Halloween documents comprise a series of confidential Microsoft memoranda on potential strategies relating to free software, open-source software, and to Linux in particular, and a series of media responses to these memoranda. Both the leaked documents and the responses were published by open-source software advocate Eric S. Raymond in 1998.

<span class="mw-page-title-main">DR-DOS</span> MS-DOS-like operating system

DR-DOS is a disk operating system for IBM PC compatibles. Upon its introduction in 1988, it was the first DOS that attempted to be compatible with IBM PC DOS and MS-DOS.

<span class="mw-page-title-main">Xenix</span> Discontinued Unix version published by Microsoft

Xenix is a discontinued version of the Unix operating system for various microcomputer platforms, licensed by Microsoft from AT&T Corporation in the late 1970s. The Santa Cruz Operation (SCO) later acquired exclusive rights to the software, and eventually replaced it with SCO UNIX.

<span class="mw-page-title-main">Digital Research</span> Defunct American software company

Digital Research, Inc. was a privately held American software company created by Gary Kildall to market and develop his CP/M operating system and related 8-bit, 16-bit and 32-bit systems like MP/M, Concurrent DOS, FlexOS, Multiuser DOS, DOS Plus, DR DOS and GEM. It was the first large software company in the microcomputer world. Digital Research was originally based in Pacific Grove, California, later in Monterey, California.

<span class="mw-page-title-main">Novell</span> 1980–2014 American multinational software and services company

Novell, Inc. was an American software and services company headquartered in Provo, Utah, that existed from 1980 until 2014. Its most significant product was the multi-platform network operating system known as Novell NetWare.

<span class="mw-page-title-main">United Linux</span> Linux distribution

United Linux was an attempt by a consortium of Linux distributors to create a common base distribution for enterprise use, so as to minimize duplication of engineering effort and form an effective competitor to Red Hat. The founding members of United Linux were SUSE, Turbolinux, Conectiva and Caldera International. The consortium was announced on May 30, 2002. The end of the project was announced on January 22, 2004.

<i>SCO Group, Inc. v. International Business Machines Corp.</i>

SCO Group, Inc. v. International Business Machines Corp., commonly abbreviated as SCO v. IBM, is a civil lawsuit in the United States District Court of Utah. The SCO Group asserted that there are legal uncertainties regarding the use of the Linux operating system due to alleged violations of IBM's Unix licenses in the development of Linux code at IBM. The lawsuit was filed in 2003, it has lingered on through the bankruptcy of SCO Group and the adverse result in SCO v. Novell, and was reopened for continued litigation by order of a new judge on June 14, 2013. Pursuant to the court order reopening the case, an IBM Motion for Summary Judgment was filed based upon the results of the Novell decision. On December 15, 2014, the judge granted most of IBM's motion, thereby narrowing the scope of the case, which remained open. On March 1, 2016, following a ruling against the last remaining claims, the judge dismissed SCO's suit against IBM with prejudice. SCO filed an appeal later that month. In February 2018, as a result of the appeal and the case being partially remanded to the circuit court, the parties restated their remaining claims and provided a plan to move toward final judgement.

<span class="mw-page-title-main">SCO Group</span> Defunct American software company

The SCO Group was an American software company in existence from 2002 to 2012 that became known for owning Unix operating system assets that had belonged to the Santa Cruz Operation, including the UnixWare and OpenServer technologies, and then, under CEO Darl McBride, pursuing a series of high-profile legal battles known as the SCO-Linux controversies.

<span class="mw-page-title-main">Caldera International</span> Defunct American software company

Caldera International, Inc., earlier Caldera Systems, was an American software company that existed from 1998 to 2002 and developed and sold Linux- and Unix-based operating system products.

<i>Groklaw</i> Legal website

Groklaw is a website that covered legal news of interest to the free and open source software community. Started as a law blog on May 16, 2003, by paralegal Pamela Jones ("PJ"), it covered issues such as the SCO-Linux lawsuits, the EU antitrust case against Microsoft, and the standardization of Office Open XML.

<span class="mw-page-title-main">Santa Cruz Operation</span> Software company based in Santa Cruz, California

The Santa Cruz Operation, Inc. was an American software company, based in Santa Cruz, California, that was best known for selling three Unix operating system variants for Intel x86 processors: Xenix, SCO UNIX, and UnixWare.

Raymond John "Ray" Noorda was a U.S. computer businessman. He was CEO of Novell between 1982 and 1994. He also served as chairman of Novell until he was replaced in 1994.

In a series of legal disputes between SCO Group and Linux vendors and users, SCO alleged that its license agreements with IBM meant that source code IBM wrote and donated to be incorporated into Linux was added in violation of SCO's contractual rights. Members of the Linux community disagreed with SCO's claims; IBM, Novell, and Red Hat filed claims against SCO.

<i>SCO Group, Inc. v. Novell, Inc.</i>

SCO v. Novell was a United States lawsuit in which the software company The SCO Group (SCO), claimed ownership of the source code for the Unix operating system. SCO sought to have the court declare that SCO owned the rights to the Unix code, including the copyrights, and that Novell had committed slander of title by asserting a rival claim to ownership of the Unix copyrights. Separately, SCO was attempting to collect license fees from Linux end-users for Unix code through their SCOsource division, and Novell's rival ownership claim was a direct challenge to this initiative. Novell had been increasing their investments in and support of Linux at this time, and was opposed to SCO's attempts to collect license fees from Novell's potential customers.

Beginning in 2003, The SCO Group was involved in a dispute with various Linux vendors and users. SCO initiated a series of lawsuits, the most known of which were SCO v. IBM and SCO v. Novell, that had implications upon the futures of both Linux and Unix. SCO claimed that Linux violated some of SCO's intellectual properties. Many industry observers were skeptical of SCO's claims, and they were strongly contested by SCO's opponents in the lawsuits, some of which launched counter-claims. By 2011, the lawsuits fully related to Linux had been lost by SCO or rendered moot and SCO had gone into bankruptcy. However the SCO v. IBM suit continued for another decade, as it included contractual disputes related to both companies' involvement in Project Monterey in addition Linux-related claims. Finally in 2021 a settlement was reached in which IBM paid the bankruptcy trustee representing what remained of SCO the sum of $14.25 million.

Caldera OpenLinux (COL) is a defunct Linux distribution. Caldera originally introduced it in 1997 based on the German LST Power Linux distribution, and then taken over and further developed by Caldera Systems since 1998. A successor to the Caldera Network Desktop put together by Caldera since 1995, OpenLinux was an early "business-oriented distribution" and foreshadowed the direction of developments that came to most other distributions and the Linux community generally.

<span class="mw-page-title-main">History of free and open-source software</span>

In the 1950s and 1960s, computer operating software and compilers were delivered as a part of hardware purchases without separate fees. At the time, source code, the human-readable form of software, was generally distributed with the software providing the ability to fix bugs or add new functions. Universities were early adopters of computing technology. Many of the modifications developed by universities were openly shared, in keeping with the academic principles of sharing knowledge, and organizations sprung up to facilitate sharing. As large-scale operating systems matured, fewer organizations allowed modifications to the operating software, and eventually such operating systems were closed to modification. However, utilities and other added-function applications are still shared and new organizations have been formed to promote the sharing of software.

<span class="mw-page-title-main">AARD code</span> Segment of code in beta release of Windows 3.1

The AARD code was a segment of code in a beta release of Microsoft Windows 3.1 that would determine whether Windows was running on MS-DOS or PC DOS, rather than a competing workalike such as DR-DOS, and would result in a cryptic error message in the latter case. This XOR-encrypted, self-modifying, and deliberately obfuscated machine code used a variety of undocumented DOS structures and functions to perform its work. The code was present in the installer, in WIN.COM, and in several other executables in the operating system.

Microsoft has been involved in numerous high-profile legal matters that involved litigation over the history of the company, including cases against the United States, the European Union, and competitors.

Caldera was a US-based software company founded in 1994 to develop Linux- and DOS-based operating system products.

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Further reading

This article is based in part on the Jargon File, which is in the public domain.