Great Circle Associates Firewalls
(November 1995)
 

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Subject: In search of an OS for firewalling
From: "Johnson-Bryden, Ian" <IJB @ saicuk . co . uk>
Date: Tue, 31 Oct 95 14:05:00 GMT
To: "'firewalls @ greatcircle . com'" <firewalls @ greatcircle . com>
Encoding: 148 TEXT

I have watched with facination the flow of postings on the subjects of NT, 
hardened OS and related subjects. I have only been in the business 30 odd 
years, so there is much I still dont know and much more probably than I have 
time to learn. One thing I did learn very early on is that there is no such 
thing as total elimination of risk. Therefore, risk management is a process 
of trade offs to achieve an acceptable level of risk reduction. That also 
implies 'affordable' but there are so many ways of measuring 'affordable'. 
>From watching postings here and on other groups, 'affordable' seems to mean 
low visibility cost at time of acquisition. For example, I have seen 
firewall systems where very little software was purchased and special cables 
were built in the MIS department, so that the visible cost of the firewall 
was only a few $K. That looks pretty cheap until you cost up all the labour 
and 'diverted' hardware it took to painfully build the firewall and all the 
labour it then takes to keep it running. When you start pulling those costs 
into the equation you can very rapidly find that it would have cost less to 
hire the greediest (well maybe thats a rash statement) consultants, buy 
commercial firewalling products, or even use a set of TCSEC/ITSEC certified 
products. The other aspect is the cost to the corporation of having a large 
part of its MIS department playing firewalls for months. OK it may be that 
the department is grossly over staffed with over qualified engineers and 
scientists and this has had no impact at all on the rest of MIS operations, 
but if you disclose the location of this facility your Human Resources 
department will get buried under applications for jobs. OK its also possible 
that your scientists and engineers know far more about security and risk 
containment than any vendor will ever know, but thats pretty unlikely also, 
or you would have been out there selling those skills at a good profit and 
out 'Bill'ing  'Bill'.

As I am old enough to remember (well on a good day when senility is less 
pronounced) the days before packaged software and clone hardware, I have 
heard most of these arguments before. There were computer scientists and 
professionals who tried to make the case for proprietary product and those 
who believed that only they had the skill to produce a reliable product with 
the aid of source code. Of course most of us ignored them and went out to 
buy ever cheaper packages anyway. In terms of risk management, it raises 
some interesting debating points. The general wisdom still applies to 
information systems as with anything else, "you dont get something for 
nothing", or "you get what you pay for". In this world, nothing which is 
within the wit of man to invent cannot be made cheaper and nastier by 
another man, and the undiscerning are his natural prey. However, if we were 
still faced with proprietary mainframe prices and the astronomical cost of 
maintaining custom engineered software, the computer would not be the 
ubiquetous tool which it is today. Therefore, there are those who will argue 
that the risks associated with operating badly designed, poorly engineered 
systems, using largely unskilled operators and minimum levels of maintenance 
are more than balanced by the enormous savings which result from 
computerisation. Of course no one ever really tries to find out exactly what 
those 'enormous savings' are. The simple yard stick is often firing x number 
of people to justify the cost of the system and then making those who remain 
work to succeed in the new environment.

If you take that line of reasoning, as some senior managers do, you can 
argue that there is absolutely no justification for implementing a firewall, 
or any other form of risk management technology. What happens is that the 
firewall is taken as a panacea at lowest price. To borrow something someone 
commented to me recently, firewalls and security are like dieting and 
exercise. You know you are eating too much and not taking enough exercise 
and you also know that the answer is to eat wisely and take regular 
exercise, but there are these slimming pills on the market. Working out a 
diet and exercise chart takes skill and time. Keeping to the chart 
instructions is a bore. Buying the slimming pills is easy and looks cheap.

'Bill' has got where he is today largely because he produced products which 
were well marketed (or over sold - depends on your viewpoint) to people who 
did not really know what they were buying but had access to those cash 
levels. One thing I see frequently in risk analysis is an MIS department 
trying to use 'security' as a way of regaining control over the computing 
assets in their organisation, because today the unskilled users in concert 
hold more processing, storage and communications power than the MIS 
department does. I dont think that anyone can fairly claim any one product 
is 'all good' or 'all bad'. Millions of people have recently found out that 
Microsoft is more interested in selling Windows95 that in the customers who 
now have crippled their old PCs and have to buy new hardware or go back to 
Windows 3.x. What surprises me is that they are surprised by that discovery, 
but then 30 years of risk management can make one cynical. Right now NT 
doesnt have enough track record for that sort of discovery but one day it 
will.

Also being old enough to remember not only the pre-'Bill' days, but also the 
pre-UNIX days, I remember how some respected computer scientists said that 
UNIX was total crap. Back then they had a point, the OS had several *VERY* 
unlovely features (which have mostly been removed 20 odd years on) and there 
was little choice of hardware. What was available was pretty puny which 
explains why RDBMS coming from a proprietry background tends to be much 
fatter than products like Informix which had to live with the UNIX hosts of 
the early 80s. I think what UNIX brought was a flexible market. If you want 
to buy pre-packaged, its there. If you buy HP (or any other type) hardware 
today and want to change to something else tomorrow you have that choice and 
even the toughest re-porting is not that much hassle. If you are a control 
freak or have a massive ego, you can always have source. OTOH, the option to 
buy source reduces risk, even if you dont buy it right now. You may take the 
view that the folk who built the OS and ported it onto the hardware knew 
what they were doing (probably a lot better than you) and you paid for their 
time anyway. However, the fact that you can always buy source later puts a 
pressure on that vendor to make sure they do a good job and if any time in 
the future you have reason to doubt that, you can always go back to source. 
A proprietary vendor (and that includes 'Bill') does not have that pressure 
and when things go wrong he can point the finger at another vendor or at the 
user. Perish the thought that 'Bill' would ever do anything like that.

There are anti 'Bill' folk around (hard though it may be to believe), but 
one should not forget the story reported a while back. It seems that some 
VARs in Europe who received early copies of Windows 95 also got a virus they 
didnt want. According to the report, Microsoft immediately leapt to their 
assistance by identifying a Microsoft sub-contractor as the guilty person 
and stating quite clearly that he would never produce media for Microsoft 
again - could you ask for more from a supplier? Now if a small vendor 
provided product with virus included, he would cause his customers a lot of 
inconvenience in taking him through the courts for the loss he caused and 
some would say that he would be justly put out of business. Dealing with a 
'Bill' is so much easier because you know you cant afford to take him 
through the courts so you just write it off to experience and trust him not 
to let it happen again (maybe).

Although I think the potential availability of source code is important, I 
dont agree that it has to be the sole deciding factor, or that it should be 
used necessarily. If you are taking a trusted operating system which has 
been developed through extensive testing by a reputable company working 
government contracts, and then been evaluated by a third party, the 
resulting product will be very good but not perfect. However, the people who 
built it have considerable skills and many thousands of hours have gone into 
the development. The chances of a sysad finding a real fault in the code is 
relatively remote unless he can devote a few lifetimes to pulling it apart. 
When that type of product is available as source code, the cost of source is 
naturally fairly high. The question therefore is - "is the cost of buying 
source justified by forecast benefits?"

What I see is a lot of people trying to teach themselves security and 
hardened OS. Re-inventing the wheel has always been a popular human activity 
so maybe this is just a natural thing. OTOH there are people out there and 
products which have been around a while and work pretty well and as has been 
pointed out, users dont normally expect to buy source from people like 
Cisco. I noticed one posting recently, from someone working for an 
automobile manufacturer, where the individual was clearly stating that he 
and his employers knew far more than any lesser mortal and would only ever 
buy product which they could strip down and rebuild correctly. The same 
company was also advertising how their expertise in vehicle design was 
beyond equal (and NO, 'Bill' has not moved into car manufacture). One 
wonders what their reaction would be to customers who would only buy their 
vehicles if every piece of development information was included in the sale 
 - probably similar to the reacion of the same auto manufacturer in the early 
80s when they tried beating a supplier up to give them US domestic market 
prices in every country. The demand went when the supplier said OK you give 
me that deal on all the vehicles I buy from you and you can have the deal on 
what you buy from me. Yes - you guessed it - the auto manufacturer got more 
bucks from that supplier than the supplier would ever get back.
Ian J-B


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