RON KILPATRICK
Well Good Morning, and thank you Father Locatelli for inviting me to
be here today to open this session. You know it is my pleasure to welcome
all of you and to really thank you for taking the time to be with us this
morning. It is great to see so many key figures in our business together
in one place. You know many of us in this room meet on a daily basis in
the competitive playing field but on occasions like this we can celebrate
what we have in common what we have accomplished as a industry. Further
we appreciate your personal leadership and that of Santa Clara University
in staging this symposium. Santa Clara's Institute for Information
Storage Technology plays an important role in our industry and it will
certainly have its chapter as we chronicle the history of magnetic recording.
When I received the invitation to speak today I was really excited for
a couple reasons. You see I have never been invited to speak at a
100th anniversary celebration before. For someone in high tech a
hundred years is like an archeologist going back to review the cretaceous
period. There was another reason that I wanted to be here also; I
thought that as a speaker that I could use my clout to influence the agenda.
You see there is a topic on the agenda that I would rather not have there.
It is entitled when storage is free, and of all things, it is one of
my own guys who is making that presentation. Why do we want something
like that on the agenda? It is tough enough with forty and fifty-
percent price declines in our industry already effecting our businesses.
Free would be just awful. On the other hand I think that the factories
would be running at full capacity.
For now lets focus on today's celebration. It is really hard
to believe that magnetic recording has been around for a full century.
Think of the lineage of the tape recorder, the Walkman, the videocassette
recorder and of course something very close to all of us the hard disk
drive. Magnetic recording has become an integral part of our lives
but we tend to think of it as a more recent innovation than that other
development that is near and dear to Silicon Valley the microprocessor.
It turns out to be a relative youngster compared to magnetic storage.
The microprocessor still has three more years to go before it celebrates
its thirtieth anniversary. For magnetic storage this certainly has
been an eventful first century.
Recently I had a chance to see where it all began courtesy of, guess
what? - a magnetic recording on videotape. We are about to
launch the highest capacity desktop drive in the industry, and as part
of that announcement we wanted to provided television stations with some
footage that paid tribute to the underlying technologies that made these
drives possible. We sent a camera crew to a museum in Denmark to
film Valdemar Poulsens 1898 creation, the telegraphone. We got to
hear the recorded voice of the Austrian Emperor as he marveled at this
new creation.
Now the rolling stones maybe getting on in years and it has been a
long time since their first recording, but we think the Austrian Emperor
is still believed to be the oldest surviving recording in those few words
stored on magnetic wire on a revolving drum. The stage was set for
many innovations to come innovations that changed our lives forever.
But like many advances in technology, war and convenience, were the
mother of invention. So it was that magnetic recording during World
War I Poulsens telegraphone was used on German submarines to transmit
coded messages, and later in World War II the magnetophone, a predecessor
to the modern tape recorder, provided a real challenge to that allied signal
corp.
How could that same voice be heard in so many places at the same time?
Well after World War II the answer to that question was brought back to
U.S. By returning service men and by chance one of them demonstrated this
early tape recorder to singer Bing Crosby. He became a fan and an
investor as well. He hated the regimen of live broadcast and the
limits that put on his schedule not to mention all of the tea times he
was missing at Pebble Beach. He knew a good thing when he heard it,
with Bing Crosby providing the venture capital the new technology gained
some important support. From there magnetic recording moved from
the commercial to the consumer route. With audio and videotape transforming
our ideas about entertainment, whole new industries in audio, video, and
computer media were created. Blockbuster Video and Tower Records
are just two retail giants that owe their existence to this technology.
Standards wars were fought between beta max and VHS, and like all battles
there were winners and losers. How many of you still have eight track
tapes? If you do it is probably because you could not get rid of them at
your last garage sale.
In 1956 something happened at the place where I work thats close to
all of us here - the invention of the hard disk drive. This heralded
the second era of technology. We are here to celebrate today the
era most familiar with each of us in this room, and we are all indebted
to one man who had a vision. A man who applied the principals of
magnetic recording in a radical way and ushered in a whole new era in data
storage. His name was Rey Johnson, and he passed away this summer.
Since then I have had a lot of time to think about his contribution both
to IBM and the whole disk drive industry.
In 1956 the principals of magnetic storage were already fifty-eight
years old yet nothing about Rey's accomplishment was stale or dated.
Everyday I pass by the RAMAC as I walk through our lobby, the Random Access
Method of Accounting Control. It weighed over a ton. It had
over 24-inch disk drives it had a motor that was about this big, and also
stored a whopping one-megabyte. The magnetic coding was poured on
to the disk from a paper cup and strained through a womens stocking.
Now this sounds low tech today, but it had a high tech impact. Ray's
invention became the foundation upon which we built and continue to build
the whole industry. Wouldn't Ray be proud of what we have been able
to do with his invention over the last forty-two years. As that old
commercial used to say, we have come a long way baby.
First of all I can't reveal IBM's trade secrets but I can tell you
that we are now using much better cups and stockings today, and here is
the result. Its the Microfile. Its about one inch big, its
disks are about the size of a quarter, it weighs less than a double A battery,
and it stores a whopping 340 megabytes of storage. And pretty soon
a gigabyte or maybe two.
Well developments like this have moved the disk drive industry from
PC's to Servers to the world of pervasive computing. It helps to
provide the base for another century of magnetic recording. At IBM
we talk a lot about pervasive computing, our vision of the universal access
to data information wherever and whenever we need it, and that vision is
coming very close to reality. The explosive growth of the Internet
is fueling the move to pervasive computing. We will see entirely
new applications of information technology as a web-enabled population
grows. By the year 2000, 60 percent of the household's in the U.S.
Will have PCs. The number of people with Internet access is predicted
to 550 million by the year 2000. Currently there is 625 terabytes
of data accessed each month on the web. By the year 2000 that will
grow to six exabytes of data, that is ten thousand times more information.
That is going to require an awful lot of storage. Not only that,
we will see totally new ways of accessing all of this through information
appliances. The appliances that we have will become a lot smarter.
We will see microprocessors in everything. Up to 20 or 30 imbedded
controllers in our homes, even in our kitchen appliances. Many of
them will be linked directly to the web. Imagine a refrigerator that
automatically places an order to the grocery store when it realizes we
are running low on a certain item, or a air conditioner that calls a repairman
when it realizes that it is not cooling the house efficiently. Where
you find all of this processing power, youll find storage. Perhaps
that refrigerator will store its data on a Microdrive like this one, which
we could take to the store with us, insert in a reader and collect our
groceries.
What else does the future hold, what about the challenges that we face
as we enter the next era of magnetic recording? Just as Ray Johnson
was able to take a 58-year-old technology and create a whole new industry
the challenge for us is to continue to explore the principals of magnetic
recording and take them to new limits.
Now my colleague John Best, from the IBM's Almaden Research Center,
will speak to you later about pushing the limits, and he should know, his
teams are the leading experts in increasing areal density and Giant MR
Heads and many of the other fundamental storage technologies. There
is a lot of talk about the demise of magnetic recording due to the super
paramagnetic limit, that point where we reach such high areal densities
that the media becomes unstable. Rest assured that the current technology
has a long way to go before these limits are reached or even approached.
In fact it is estimated that we will be able to achieve areal densities
of 20 to 50 times greater than we have today. Thats 20 to 50 times,
and researchers are working on more than that. John will tell you
how industry ingenuity and creativity will give us the technology to take
storage to the next level. They always have. It may be called
Silicon Valley in homage to the microprocessor, but the heritage of the
disk drive in this region is just as strong and just as important.
The ongoing research and development work in this valley continues to fuel
this striving, often demanding, and very vibrant industry.
Analysts are certainly bullish on the disk drive industry. This
year 140 million hard disk drives will be shipped. That grows to
160 million next year. HDD's themselves make up about half of this
years 48 billion dollar total revenue opportunity of storage devices.
Now I should note that these financial estimates assume that people are
paying for these drives, and were not on that free storage kick.
But whether it is free or we pay for it, the business opportunity continues
to grow, because of the need for storage continues to grow. Many
of the business applications that we take for granted wouldn't be possible
without access to reliable affordable data storage. We hear everyday
we are in the information age, we are an information society. While
accessing and using information can't be separated from storage of information,
the role of e-business that is now upon us, all the internet based activities
and applications like business intelligence and data mining are storage
dependent activities. To keep the momentum going we need continuous
innovation in all aspects of our business. We must all encourage
and support our research and development and manufacturing teams if we
are to keep driving this industry forward.
On one of the notes that came from the Institute about this seminar
I saw the phrase beyond stone tablets and Gütenburg, and I liked that
reference to what we have accomplished in data storage. I believe it is
as important development to our society as those revolutionary stages in
history. If you could take only one thing away today from this meeting,
I want you to remember just how important Valdemar Poulsens discovery
was and still is today, and realize that the work we have done in the hard
disk drive industry is important, and what we will do is important make
no mistake about that. What we have been able to accomplish with
the technology has improved our society and will continue to do so.
But technology is only as good as the people behind it. Through
your sponsorship and fellowships Santa Clara University provided engineering
talent that can help us in this third era of Magnetic Storage and the Institute
offerings, like the Arrowhead technical exchange, have become a important
forum for high level information sharing. This partnership between
industry and academia continues to bind us together in a common goal.
The university mandate is to produce high caliber graduates, and it is
my mandate and that of many in this room to give those graduates a canvas
to express their talents, an environment that nurtures their creativity
and research and development. I am proud to help kick off todays
event. Perhaps today in this room a spark will be ignited that flash
of creativity that helps us to the next step in Magnetic Recording.
Rest assured the sun has just begun to rise on magnetic data recording.
Thank you and enjoy the day.