nee gadi ze — m k; silni —.. Trends in Technology Will Affect Busin - ond of a three- part series on technologies that are destined to have great stra- tegic impor- tance tn the future. Computer technology con- tinues with its A Z ere Fon, MA, zdi -— ME ie" ; rž: . >> VAME EM a. k Foo. ME Le J gona tions significant opportunities to gain competitive advan:- , tage. Many strategically oriented corpo- rations have used improvements in hardware and software technology to restructure their businesses, introduce new products, enter new businesses and improve development, produtctivity. important trends in computer hard: ware technology include the rapid movement toward a distributed work- station environment, major increases in the processing speed of microprocessors, ultraparallel processing, specialized in- ference processors, neurocomputers, op- tical-fiber communication, optical disks, all-digital, high-speed telecommunica- tions and advanced microchip technolo- gy. It's important to gauge where this technology is going and what effect it will have on the future competitive business environment. For example, changes are occurring » very rapidly in microprocessor technolo- gy. The cost of chips in PCs has become much lower than the cost of chipsin " mainframe computers. This difference can be translated into the cost of doing a job. | The cost of mips (million instructions per second) on a large mainframe today is about two orders of magnitude great: er than the cost of mips on a desktop . 80386-based PC. There are several rea: ' sons why this is true. One is that the lead time to build a PC is about a year, . while the lead time to build a main- frame is about six years. We can get new technology into the PC much faster than it can be implemented in a main- frame. i | The second reason is that there isn't'. much competition in the mainframe area. A lot of information-systems exec- ' utives worry about the fact that there is inadeguate competition in top-of-the-line mainframes, while in the area of PCs there is absolutely intense competition, which significantly drives down the cost of mips. The third reason is perhaps more fun- damental: The mainframe is built out of bipolar technology, and the PC is built using FET (field-effect transistor) or CMOS (complementary metal-oxide semiconductor) technology. With bipolar technology, heat is generated all the time. With CMOS technology, however, heat is generated only when the compo- nent is switehed or when information is read from memory. In the mainframe, we need high pro- cessing speed, which reguires bipolar technology and results in the dissipation of a great deal of heat. This leads to a reguirement for a large number of low- rapid advances, . giving organiza- PO WEEHNAPPLIGATION DEVELOPMENT APPLIED INTELLIGENCE density chips and off-chip wiring—all of which make the mainframe processor. very expensive. premi | The personal computer does not re- guire very high speeds; therefore, CMOS ' chips that don't need expensive cooling can be used. As a result, PCs have high chip density, relatively few chips and little off-chip wiring. Another new technology that has ma- jor implications for the future is neuro- computer technology. A neurocomputer contains large numbers of electronic — models of neurons with'a'high degree-of"" connectivity between them. Neurocom- puters are now available on boards that can be plugged into conventional per- Changes in Microprocessor Chip Technology Ha NEP .— guestion is, How many neurons can we put on a chip or on a large-scale wafer? One of the problems with wafer-scale integration is that there is typically a lot of damage to individual components, rendering portions of the wafer inopera- ble. Perfect wafers cannot: be made with current manufacturing technology. How- ever, with neurocomputers, if some of the electronic neurons are dead, there is little effect on the overall operation of the wafer. Thus, there's a natural match '. between the operation of neurocomput- 'ers and the manufacturing techniguesof wafer-scale integration. Similar arguments apply to making optical neurocomputers. Bell Labs is Could Have Major Implications for the Future Nin! I | i ' | Pi chips with physical. components chips that | measure . chips that detect | chips that. analyze —. Its important to gauge where in hardware and software technology are going, and what effect they will — have on the business o leglee oj; companies in the future. | la Ji4 sonal computers. These boards enable a, k. working intensively on the development PC to accomplish such tasks as the rec: «; of optical neurocomputers. We can pre- ognition of the characteristics of a spe-'«. cific face, which we cannot do at the, . present time with the world.s fastesti |. supercomputers. . iG Although there are many potentially valuable applications of neurocomputers |: in business, most business and informa- tion-systems professionals don't seem to know much about them. Some of the ap- plications are likely to be of major stra- tegic importance in business, Hi "Today's neurocomputers, although they can do things that the Cray 2 can't do in isolated applications, are neverthe- less very crude compared with what we - San build in the future. An important f HEL ADL, ikit |. . Moi dA5 sh dro ' dict how many neurons can be put on a . wafer in the years 1990, 2000 and 2010. We can be fairly sure that, by about ,,2010,'we can build a neurocomputer with as many neurons as the human - brain. However, the electronic neuro- ; computer will operate 10 million times faster than the human brain! ; What applications can such an elec- tronic device perform? It won't be able to do the same things a human brain can do because we have such a poor un- derstanding of what goes on in the hu- man brain. It's likely the neurocomputer will appear simplistic compared with the human brain, but it, will perform (ne SA Ace v ji T se li | IN FEBRUARY 27, 1989 ess StrategleS simplistic functions extremely fast. There are very important applications of neurocomputing in telecommunica- tions and in defense. Neurocomputers will enable us to build intelligent tele- communication networks and smart weapon systems that can recognize their target from a long distance away and home in on it. The Department, of De- fense recently announced a $30 million . program to build a neurosupercomputer. There is another fascinating type of chip coming into existence. Its a chip that has physical components, not jast: ee logical components, and implements many different types of microsensors. For example, there's one chip which contains tiny whiskers, similar to tuning forks, that can detect low-level vibra- tions. Other chips measure the flow of gases or air. Another type of chip devel- oped by IBM can detect exceedingly sub tle motions. IBM built a ballpoint pen with this chip in the tip of the pen. The pen is able to analyze the subtle motions associated with writing and can be used to detect forgeries. Over the last 15 years, we've seen the marriage of the computer and telecom- munications. In 1965, the telecommuni- cations industry was completely sepa- rate from the computer industry, and nobody thought that they would ever have anything to do with each other. By 1995 there's going to be a large amount of overlap between the companies that make things for telecommunicating and the companies that make products for computing. In a similar way, the television indus- try is .completely separate from the newspaper and magazine industry, and both are completely separate from the ' computer business. However, if we look at those industries in about 2005, we will find a high level of overlap between the television and broadcasting business, and between the newspaper/magazine business and the computer business. Those industries are converging as we enter the age of hypertext and hyper media, intelligent television and intelli- gent books. Every television will become a computer and every computer a tele- vision set. Again we need to ask, what are the implications of the merger of technologies? Who is taking advantage of it? Who is completely unaware that that is happening? Most importantly, if we put these dif- ferent sets of facts about technology to- gether, what, machines can be built with those electronic components, what appli- cations will become possible, and what is the strategic importance of these ap- plications? | Next week, I will look at the effects of improvements in technology on so- ciety. k The James Martin Productivity Series, an %nformation-service updated guar- terly, is available through High Pro- ductivity Software Inc., of Marble- head, Mass. (800) 242-1240. For infor- mation on seminars, contact (in the United States and Canada) Technology Transfer Institute, 741 10th St., Santa Monica, Calif. 90402 (213) 394-8305. In Europe, contact Savant, 2 New St., Carnforth, Lancs., LA5 9BX United Kingdom (0524) 734 505. r