'is not different from pov of the law'
except that it falls under a completely different set of laws.
Again, i'm not saying it's acceptable, but i'm not saying it's the same thing either. A better analogy than any you've offered is a person fishing in a lisenced lake without a hook. Yes, he's fishing, yes, it's wrong, yes, he's stealing, but only by virtue of the fact that he hasn't payed. If arrested, he wouldn't be charged with theft.
I'm stealing if I ride an empty rollercoaster without paying, but that's vastly different to stealing the bloody rollercoaster. If i'm arrested, again, i'm not charged with theft.
If i'm arrested for software piracy i am NOT charged with theft, i'm charged with copywright infringment and the likes.
'is kookie to claim that there is some special category 'o theft for information and use.'
Yes, because there is. Again, you're not stealing somthing that doesn't belong to you, you're stealing the right to use it.
Steal the software but don't install or distribute it and you're basically in a legal grey-area.
Now, if you want to talk about livelyhoods of the programmers, that's different.