The Newbie's Guide to Fear, Uncertainty, and Doubt
Fri Aug  6 05:01:16 MDT 1999

Introduction

Fear, Uncertainty and Doubt (FUD).  We all live with it, and we're
all accustomed to it at one level or another: "Do I have enough   
insurance?"; "Did I leave the coffee pot on when I left for work this
morning?"; "Will my proposal be accepted by management?"  FUD is simply
a facet of life; something with which we all must contend to the best  
of our abilities.

FUD is yet another method often employed by a party (typically a vendor 
in our context) to help propogate their product or service. In short, 
this is acheived by attempting to instill a sense of fear, uncertainty 
or doubt in the minds of consumers regarding a competitor's product.
By instilling FUD in the minds of consumers, the vendor obliquely
promises dire consequences if the intended target does not buy their
goods.

The obvious fallacy with this approach is that a vendor's product
or service (P&S) is not sold on it's own merit; rather it is sold
as a "reasonable alternative". FUD's primary goal is to scare consumers
away from using superior P&S in favor of inferior (yet often more
recognized) P&S.

According to the New Hackers Dictionary (aka the Jargon file), FUD
is defined as: FUD /fuhd/ n. 

Defined by Gene Amdahl after he left IBM to found his own company: 
"FUD is the fear, uncertainty, and doubt that IBM sales people instill 
in the minds of potential customers who might be considering [Amdahl] 
products." The idea, of course, was to persuade them 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. See IBM. After 1990 the term FUD was 
associated increasingly frequently with Microsoft, and has become 
generalized to refer to any kind of disinformation used as a competitive 
weapon. (1)

The past few years have brought a dramatic increase in the FUD tactic.
Not only are large companies using it to help stifle new and upcoming
competition, in addition, uneducated journalists are wielding it like a
four year old with a loaded gun: unaware of the danger, or of the
consequences.

The use of FUD in a marketing campaign is often subtle and hard to
spot. Well written FUD will blend in among facts and be difficult
to discern. Worse, this underhanded tactic is often problematic in
trying to counter. Rather than fighting against incorrect facts or
misguided opinions, you find yourself battling vague assertions,
self-serving maxims, and half-truths.

Worse yet is spotting the FUD campaign in the first place. Because
it is an effective weapon based on half-truths, distinguishing it from
legitimate opinion may be difficult. For an excellent paper and
well documented examples of this, consult the paper titled 'FUD 101'. (2)
In this document, Mr. Green outlines several elements and examples
of Microsoft using a FUD campaign against the Linux Community.

In today's world of articles and press releases, we can identify
several levels of FUD. This is important as it tells us how to respond
to the 'news'. The more FUD, the more skepticism that should be given
to it. The less FUD, the better the chance it was just uneducated
conclusions that lead to the text.

Twelve Elements of FUD

To help newcomers to the world of FUD, I have come up with a list
of twelve elements that can and are used. In order to make this
even easier for the consumer, I have devised a scale to help qualify 
the 'FUD level' used in a particular piece of writing. While this 
delineation is by no means an exact science, it can help put into 
perspective the subtle technique of disinformation. 

a) Urgency

   1) Buy our product now to avoid headache tomorrow!
      While this may be appealing initially, this often comes at
      the sacrifice of features or performance. Yes, it may be
      easy to use, but odds are it does a third of what competitor's
      products do.

   2) Buy our product now because tomorrow our product will kick ass!
      The promise of future development (also known as 'vaporware')
      encourages you to purchase the product now in order to receive
      future upgrades that will be better than what is on the market
      now. Obviously, this does nothing but hurt you in the here and
      now.

b) Supporters

   3) No quoted names.
      In this world of technology professionals, it is easy to find
      someone who is a) qualified, b) supportive of the product and
      c) willing to go on the record. Anytime an article comes out
      that claims a P&S is desired or supported, but lacks names to
      back those claims, should be questioned. Why couldn't they find
      at least one person to go on record endorsing the product?

   4) Quoting known frauds and charlatans.
      Worse than quoting no one is to quote frauds. Rather than not
      finding someone to endorse a P&S, they had to turn to someone
      that is well known for NOT knowing technology. These
      people will often go on the record endorsing anything if it
      propogates their name or company, or leads to them receiving
      some kind of incentive (read: cash).

c) Technical

   5) Epiphany Nomenclature Significance Naught (3)
      The use of large or fancy words in place of readily understood
      technical terms. Obscuring features behind words that sound
      impressive is a common way of hiding the truth. This technique
      is often known as 'buzzword compliance'.

   6) Hyping up old or standard features in place of current or impressive
      technology. We all use and trade email, so a company drooling
      over themselves in light of their amazing use of the SMTP (4)
      protocol means very little.

d) Harm

   7) Without our P&S, you'll be hacked!
      New security and crypto based companies are fond of using
      this ploy. Without their products, you are a time bomb waiting
      to go off! Come tomorrow, evil and malicious hackers will intrude
      upon your network, deface your web page, read your corporate
      secrets and pour sand in your gas tank!

   8) Without our P&S, you will not get future business!
      The trend of business is moving toward our product and what
      we deem standardizations! If you and your company don't jump
      on our bandwagon, no other company will do business with
      you! As we all know, new technology and new standards are only
      adopted after long and rigorous testing. To move over to a
      new platform or protocol simply because some companys says
      so is ludicrous.

   9) Without our P&S, you will lose time and money!
      This varies slightly from #2 in that the FUD centers around
      your company losing time and money today, not tomorrow.
      As we all know, any enterprise outfit that could possibly
      lose money in a matter of days without a specific product
      not already implemented is doomed to begin with.

e) Spin Doctoring (2)

   10) Hyping opponent's weakness
       No more than a form of mudslinging, the company doesn't rely
       on its own merit to pursuade you to use their products. Rather,
       they must display their opponents weaknesses and use them to
       convince you not to use theirs.

   11) Creating weaknesses for the opponent
       Sometimes an opponent has very few weaknesses. So, why not
       make some up? Clever wording and sometimes outright lies
       lead to one company creating supposed weaknesses in competitors
       P&S.

   12) Attacking opponent's strengths
       Akin to #1, this relies on attacking the selling points of
       a competitor's P&S. Often times, you will see this used in
       conjunction with #1 to attempt to completely belittle the
       opposing P&S.

For fun and amusement, you can use the twelve points above to rate
articles. If an article or press release uses some of the methods
above, attribute it one point per method. In the end, you can
say that a given article has a "FUD Factor of 4" or rated
"7 on the FUD scale". Recent months have shown Microsoft to be
repeat offenders, often rating between 5 and 10 on the FUD
Scale. Their fear of the Linux operating system shows. No one should 
ever rate higher than a 10, unless the article is made up of nothing 
but FUD. 

Response to FUD

As with all problems, it does little good to discuss them without
proposed solutions. With FUD, it is much more manageable and easy
to deal with.

The first thing is recognizing FUD in all its forms. Awareness for
the average person is the tricky part. Consider the average person
that has an interest in the ever changing world of technology and
networking. They go day to day without the benefit of forums that
readily challenge these huge companies oozing FUD at every crevice.
Unfortunately, they are a bulk of the customers and supporters of
these P&S. Educating them is the first step toward an honest profession.

Second, is the response. Even if you do recognize a company peddling
FUD, how do you respond? Very simple.

   1) Mail the author of the FUD as well as their editor.
      When doing so, be polite and present facts to back
      your mail. Site reference material, URLs or anything
      solid to back your argument and counter theirs.

   2) Once mailed, give them a chance to correct their mistakes.
      Do not assume the FUD was intentional. The correction can
      come in the form of a retraction or followup article.
      As much as I hate to say it, the media machine may not allow
      for either. At that point, you must decided what to do.

   3) Openly dispute the article in a public forum. Be it a mail
      list or web board, post the relevant parts of the article
      containing the FUD and refute them with your own facts. This
      causes a bit more strife but may be the only solution.

Fin
The use of Fear, Uncertainty, and Doubt in marketing campaigns -- while 
certain to get the public's attention -- is plainly wrong. Armed with
the above information, it's our hope that the reader will now be able 
to spot it, refute it, and most importantly, not buy into it.



Brian Martin Copyright 1999 Brian Martin References (1) http://www.attrition.org/~modify/texts/jargon/html/entry/FUD.html (2) Eric Green (eric@linux-hw.com) for his paper 'FUD 101'. An excellent resource for real world examples and definitions. http://badtux.org/home/eric/editorial/fud101.php (3) By using standard synonyms from www.dictionary.com, we can create an alternate phrase that sounds impressive, yet means nothing. Fancy -> Epiphany, Words -> Nomenclature, Meaning -> Significance, Nothing -> Naught. "Fancy words meaning nothing". (4) SMTP stands for Simple Mail Transfer Protocol. The existing protcol that has been delivering your e-mail for over a decade. Thanks Space Rogue (spacerog@l0pht.com) for the idea of this paper and harassment. ATTRITION Staff (staff@attrition.org) for peer review and harassment. Anna Henricks, Geekgrl, and especially Jay Dyson for proof reading and suggestions.