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Originally Processed With FOIA(s): FOIA Number: 2005-0336-F 2005-0336-F FOIA MARKER This is not a textual record. This is used as an administrative marker by the George Bush Presidential Library Staff. Record Group/Collection: George H.W. Bush Presidential Records Collection/Office of Origin: Economic Policy Council Series: Wethington, Olin, Files Subseries: Subject Files OA/ID Number: 04295 Folder ID Number: 04295-017 Folder Title: Science & Technology [2] Stack: Row: Section: Shelf: Position: G 13 28 4 1 [64] From: Maryanne Bach at NCMC 3/21/91 8:28AM (1510 bytes: 24 1n) To: William D. Phillips at OSTP, Jules Blake at OSTP, D. Allan Bromley at OSTP, Damar Hawkins at OSTP, Kenneth P. Yale at OSTP CC: Maryanne Bach, Thomas J. Welch Subject: amendments to ATP/NIST Message Contents TO Dr. Bromley and Dr. Phillips: I received a call from the Minority in the House last night seeking our support for the objection that the Secretary of Commerce, NIST and OMB will file if the following amendment goes forward: Currently in the House Subcommittee on Technology and Competitiveness there are discussions underway between staff and Congressman Mineta. The amendment would be to the American Technology Preeminence Act (this bill did not pass the Senate last year because of Kasten's hold on it for the product liability amendment) This bill includes the NIST reauthorization for FY92. The amendment would establish lending authority to American industry for up to 100% of the current Hill proposed authorized level of the NIST/Advanced Technology Program (Hill proposes $100m; Administration proposes $36m). I understand DOC is strongly going to oppose it and is working with OMB on the justifications. Minority is looking for us to also strongly oppose this action. MCBach Olin- JuI DRAFT February 1, 1991 REPORTS REQUIRED BY OSTP OR FCCSET THE SCIENCE AND TECHNOLOGY REPORT AND OUTLOOK - biennially, to be submitted on January 15 of each odd numbered year. Mandated by P.L. 97-375. (Wells, Ratchford, Maynard, Olson) FULL REPORT TO THE PRESIDENT ON CRITICAL TECHNOLOGIES mandated by Defense Authorization Act of 1990. Due in mid-January 1991. NCMC REPORTS CRITICAL MATERIALS REPORT - biennially, mandated by P.L. 98-373. Last report was in the summer of 1988, but lack of a Council in the interim has delayed the report until spring of 1991. ADVANCED MATERIALS RESEARCH PROGRAM PLAN - annually, mandated by P.L. 98-373. Last report was in January of 1989 but lack of a Council has delayed report until the summer of 1991. (Lindstrom, Appleton, Phillips) NATIONAL ACTION PLAN FOR ADVANCED SUPERCONDUCTIVITY RESEARCH AND DEVELOPMENT - annually for five years, mandated by P.L. 100-697. NCMC and OSTP are to work together to produce and update the Plan. LONG-RANGE MATERIALS ASSESSMENT - annually, mandated by the National Materials and Minerals Policy Research and Development Act of 1980 (30 U.S.C. 1601). OSTP should produce a long-range assessment of minerals and materials. P.L. 100-697 mandates that NCMC should assist OSTP with such an assessment. TASKS IN SENATE APPROPRIATION LANGUAGE FOR OSTP IN FY 1991 (as of February 1, 1991) *(1) Rationalizing relationship and shared responsibilities with CEQ. Report due by January 31, 1991 (Maynard) *(2) Rank civilian R&D sectors by priority in terms of potential contribution to economic competitiveness. Report as part of 1992 budget process. (Phillips, Wong) *(3) Identify the top 20 science prospects in the country according to the Administrations priorities and show their life cycle costs. (Erb, Levinson) (4) Develop a policy to implement the Packard-Bromley college and university infrastructure rebuilding recommendations from the 1986 WHSC Report on an interagency basis. Report by April 1, 1991 and include the agency funding profiles with OSTP 1992 budget submission. (Ratchford, Wells) (5) Develop a strategy document indicating how the Administration expects to be first in the world in S&M education by 2000; including measurable objectives toward obtaining this goal. Draft report to Committee by November 30, 1990. -- Completed -- (6) Develop a multilevel priority setting framework that will focus, integrate, and where necessary, reassign agency roles in S&M education. Report by November 30, 1990. -- Completed -- (7) Require all Federal agencies with R&D activities to establish education offices in each of the Federal levels. Report by March 15, 1991 (Ratchford). (8) Coordinate interagency activities toward developing laboratory-education partnerships. Report by March 15, 1991. (Ratchford) *(9) Move forward in establishing the Critical Technologies Institute. Report by February 1, 1991. (Phillips, Van Cleave, Wong) (10) Review and respond to the NSF/NAE report on the USGERP. Report by February 1, 1991. -- Completed -- (11) Address key issues in the global change arena, e.g., what is the maximum greenhouse gas level is acceptable and when will such a level be achieved and stabilized. What is the Administration plan for developing an international consensus including implementation strategies and timetables. Report by March 1, 1991. (Maynard, CEES, CEQ) 116 COMMITTEE RECOMENDATIONS AUTHORIZATION CHANGES The Committee concurs in the following adjustments made by authorization action: [Dollars in thousands] Committee Fiscal Year Program recommenda Change from 1991 request tion budget Semitrailer, Tank, 5000G 0 34,000 + 34,000 Small Unit Support Vehicle $27,031 0 -27,031 Passenger Carrying Vehicle 5,570 0 -5,570 General Purpose Vehicle 7,890 0 -7,890 EUCOM Command Centers 7,395 0 7.395 USAREUR Tactical Command & Control Sys 5,966 0 5,966 Imagery Processing System 8,625 0 8,625 Total Package Fielding 10,758 0 10,753 TACTICAL AND SUPPORT VEHICLES 5,000 GALLON TANKER semitrailer The Committee recommends $34,000,000 for the procurement of 480 5,000 gallon tanker semitrailers, as recommended by authoriza- tion legislation. SMALL UNIT SUPPORT VEHICLE The Army budgeted $27,031,000 for procurement of the Small Unit Support Vehicle. The Committee recommends denial of the entire amount based on authorization action. M915 LINE HAUL TRACTOR The Army budget included no funds for procurement of the M915 or M916 Line Haul Tractors. The Guard and Reserve Equipment budget included $31,000,000 for procurement of the M916. The Committee is aware of unfilled and unfunded requirements for this equipment. In addition, very attractively priced options are includ- ed in the current multiyear contract for these vehicles. The Com- mittee recommends $13,400,000 for the procurement of additional M915 and/or M916 vehicles, the mix of vehicles to be determined by the highest priority requirements. The Army can allocate a por- tion of this procurement to Guard and Reserve components in ac- cordance with overall priorities. COMMERCIAL PASSENGER AND GENERAL PURPOSE VEHICLES The Army budgeted $5,570,000 for procurement of passenger car- rying vehicles and $7,890,000 for procurement of general purpose vehicles. The Committee recommends denial of both of these re- quests based on authorization action. 117 TRUCK SERVICE LIFE EXTENSION PROGRAM In April, 1989, the Army released a Tactical Wheeled Vehicle Modernization Plan. One of the elements of this plan is a Service Life Extension Program (SLEP) for the Army's aging fleet of 2½ ton and 5 ton trucks. The original plan called for beginning this program in fiscal year 1993; it has now been postponed to 1995. The slip in the SLEP program is evidence of the low priority which the Army places on it. It is claimed by some that the Army perceives the SLEP program to be a fiscal threat to the Family of Medium Tactical Vehicles (FMTV). FMTV is a new generation of 2½ ton and 5 ton vehicles. Initial procurement funding is included in the fiscal year 1991 budget. The Committee states its strong sup- port for FMTV and has approved all funding included in the budget. The Committee believes that the linkage that some people make between the FMTV and the SLEP is based on a misguided perception. The Committee believes that a well managed SLEP program can be a cost-effective way to improve readiness and modernization of the Army. This is particularly true of the reserve components which have some of the oldest trucks in the inventory. The Com- mittee believes that the first thing that needs to be done to in- crease the priority of SLEP and to manage it effectively is to place program management responsibility under the Program Executive Officer for Combat Support. The Committee strongly urges the Army to do SO. Earlier this year, the Army received responses from industry to a "market survey" for SLEP. The Committee believes that the Army should use these responses to fashion a procurement strategy with the objective of producing SLEP trucks which cost no more than half of an FMTV. The program should be competitive and include prototype testing. In addition to information received from the market survey, the Army should take advantage of experience gained with the Marine Corps SLEP program several years ago and with SLEP programs conducted for foreign military sales. The Committee believes that the program should begin immedi- ately, with initial procurement funding beginning as early as fiscal year 1992. The Army is directed to use fiscal year 1990 funds in the amount of $10,000,000 to establish a program office, issue a solicita- tion, and conduct prototype testing prior to source selection and contract award. In order to assure that this happens, the Commit- tee has included bill language which prohibits the award of an FMTV contract until a SLEP solicitation has been released by the Army. The Army is directed to provide the Committee with its pro- curement strategy and program milestones no later than February 28, 1991. EXPORT OF FOREIGN LUMBER The Committee believes that the export taxes, tariffs and restric- tions being imposed by Indonesia and Malaysia on the export of tropical hardwoods, in particular on shipping dry Keruing and Kapur lumber, is and will adversely impact the procurement of military vehicles utilizing wood flooring. Examples of such vehicles are flat bed trailers, low boy trailers, HMMWV, M35's, M54's, SENT BY:Ofc. of Admin. ; 3-18-91 ; 2:20PM ; EOP Library, NEOB-> 2023951575:# 2 118 (4) Sections 603 through 606, subsections (a) and (b) of section 607, and subsections (a) and (c) of section 608 of the Department of Energy Organization Act (42 U.S.C. 4101 et seq.). (b) CLARIFICATION OF FREQUENCY OF CERTIFICATION BY EMPLOY- EES OF CONTRACTORS.-Not later than 30 days after the date of the enactment of this Act, the regulations implementing section 27(e)(1)(B) of the Office of Federal Procurement Policy Act (41 U.S.C. 423(€)(1)(B)) shall be revised to ensure that a contractor is required to obtain from each officer, employee, agent, representative, and con- sultant of the contractor only one certification (as described in clauses (i) and (ii) of that section) during the person's employment or association with the contractor and that such certification shall be made at the earliest possible date after the person begins his or her employment or association with the contractor. PART C-DEFENSE INDUSTRIAL AND TECHNOLOGY BASE SEC. 821. ANNUAL DEFENSE CRITICAL TECHNOLOGIES PLAN (a) INCREASED INFORMATION RELATING TO FUNDING.-Section 2508(b) of title 10, United States Code, is amended- (1) by striking out "and" at the end of paragraph (1); (2) by striking out the period at the end of paragraph (2) and inserting in lieu thereof a semicolon; and (3) by inserting at the end the following new paragraphs: "(3) identify each program element (contained in the budget information submitted to Congress by the Department of De- fense in support of the budget submitted by the President pursu- ant to section 1105(a) of title 31 for the first fiscal year covered by the plan) for which funds are budgeted for the support of the and development of any critical technology identified in the plan; "(4) for each such program element- "(A) specify the amount included for each critical tech- nology covered by the program element; and "(B) include a comparison of that amount with the amount, if any, available to the Department of Defense for development of such critical technology for the fiscal year preceding the first fiscal year covered by the plan.". (b) APPLICABILITY.-The amendments made by subsection (a) shall apply to annual defense critical technologies plans submitted after March 1, 1991. SEC. 822. CRITICAL TECHNOLOGIES INSTITUTE (a) ESTABLISHMENT.-There shall be established a federally funded research and development center to be known as the "Criti- cal Technologies Institute" (hereinafter referred to in this section as the "Institute"). (b) INCORPORATION.-The Institute shall be incorporated as a non- profit membership corporation. (c) BOARD OF TRUSTEES.-(1) The Institute shall have a Board of Trustees (hereafter referred to in this section as the "Board") com- posed of 21 members as follows: (A) The Director of the Office of Science and Technology Policy, who shall be Chairman of the Board. (B) The Secretary of Defense, or the Secretary's designee. SENT BY:Ofc. of Admin. ; 3-18-91 ; 2:21PM ; EOP Library, NEOB-> 2023951575:# 3 119 (C) The Secretary of Energy, or the Secretary's designee. (D) The Secretary of Health and Human Services, or the Sec- retary's designee. (E) The Secretary of Commerce, or the Secretary's designee. (F) The Administrator of the National Aeronautics and Space Administration, or the Administrator's designee. (G) The Director of the National Science Foundation, or the Director's designee. (H) Four members appointed by the Director of the Office of Science and Technology Policy from among the members of the Federal Coordinating Council on Science, Engineering, and Technology (other than members of such council named in sub- paragraphs (B) through (G)). (I) Ten members appointed by the members of the Board re- ferred to in subparagraphs (A) through (H) from among repre- sentatives of industry and colleges and universities in the United States. (2)(A) The term of service of members of the Board appointed under paragraph (1)(H) shall be four years, except that of the four members first appointed, one shall be appointed for a term of one year, one shall be appointed for a term of two years, one shall be appointed for a term of three years, and one shall be appointed for a term of four years, as specified by the Director of the Office of Sci- ence and Technology Policy at the time of the appointments. (B) The term of office for each of the members of the Board ap- pointed under paragraph (1)(I) shall be specified by the appointing members of the Board at the time of appointment. (C) Members of the Board may be reappointed. (D) A vacancy in a membership of the Board appointed pursuant to subparagraph (H) or (I) of paragraph (1) shall be filled in the same manner as the original appointment. A member appointed under this subparagraph shall serve for the remainder of the unex- pired term of his predecessor. (3) The Board shall meet at least twice each year. (4)(A) The Board shall have an executive committee composed of the members referred to in subparagraphs (A) through (G) of para- graph (1) and six of the members appointed pursuant to subpara- graph (I) of such paragraph. (B) The executive committee shall meet at least six times each year. (5) A member of the Board who is an officer or employee of the United States may not receive pay for service as a member, other than the pay provided for the member's position as an officer or em- ployee of the United States. (d) DUTIES OF THE INSTITUTE.-The Institute shall- (1) survey the views of United States industry, colleges, and universities, and Federal and State agencies, involved in re- search, development, or utilization of critical technologies on- (A) each critical technology identified in the most recent biennial report of the National Critical Technologies Panel established pursuant to section 601 of the National Science and Technology Policy, Organization, and Priorities Act of 1976 (42 U.S.C. 6681); and SENT BY:Ofc. of Admin. ; 3-18-91 ; 2:22PM ; EOP Library, NEOB-> 2023951575:# 4 120 (B) each technology that the Institute considers critical on the basis of its analysis of national and worldwide trends in basic and applied research and development; (2) on the basis of such views and analysis by Institute per- sonnel- (A) identify suitable near-term, mid-term, and 1016 term national objectives for the research, development, and pro- duction capability of the United States with respect to such technologies; and (B) prepare possible strategies for achieving the identified objectives, including a discussion of the appropriate roles of industry, colleges and universities, and Federal and State agencies; (3) publish reports, as appropriate, discussing- (A) such national objectives and strategies; and (B) progress in implementing such strategies and achiev- ing such objectives; and (4) at the direction of the Director of the Office of Science and Technology Policy, provide technical support and assistance re- garding policy formulation to the committees and panels of the Federal Coordinating Council for Science, Engineering, and Technology that are responsible for planning and coordinating Federal Government activities that advance the development of critical technologies and sustain and strengthen the science and technology base of the United States. (e) SPONSORSHIP.-(1) The Director of the Office of Science and Technology shall be the sponsor of the Institute. (2) The Director and the Board shall enter into a sponsor agree- ment consistent with the requirements prescribed by the Administra- tor for Federal Procurement Policy that are generally applicable to sponsor agreements. (3) The sponsor agreement shall- (A) require the Institute to perform such functions for the Office of Science and Technology Policy as the Director of that office may specify consistent with the requirements of subsection (d); and (B) permit the Institute, subject to the concurrence of the Di- rector, to perform functions for the member agencies of the Fed- eral Coordinating Council on Science, Engineering, and Tech- nology Policy. (f) DEADLINE FOR CERTAIN ACTIONS.-The Director of the Office of Science and Technology Policy shall take such actions as may be necessary to ensure that, not later than 90 days after the date of the enactment of this Act- (1) the articles of incorporation for the Institute have been ap- propriately filed; (2) the corporate bylaws have been adopted; (3) the Board members have been identified or appointed, as appropriate; (4) the initial officers of the Institute have been elected; (5) the first regular business meeting of the Board has been conducted; and (6) the sponsor agreement referred to in subsection (e) has been entered into. SENT BY:Ofc. of Admin. ; 3-18-91 ; 2:22PM ; EOP Library, NEOB-> 2023951575:# 5 121 (g) FUNDING.-(1) Subject to such limitations as may be provided in appropriation Acts, the Secretary of Defense shall make available to the Director of the Office of Science and Technology Policy, out of funds available for the Department of Defense, $5,000,000 for fund- ing the activities of the Institute in the first fiscal year in which the Institute begins operations. (2) There is authorized to be appropriated for the Institute for each fiscal year after the fiscal year referred to in paragraph (1) such sums as may be necessary for operation of the Institute. SEC. 823. MANUFACTURING TECHNOLOGY (a) IN GENERAL.-Title 10, United States Code, is amended- (1) by redesignating chapter 149 as chapter 150; (2) by redesignating section 2511 as section 2521; and (3) by inserting after chapter 148 the following new chapter: "CHAPTER 149-MANUFACTURING TECHNOLOGY "Sec. "2511. Definitions. "2512. Management and planning. "2513. National Defense Manufacturing Technology Plan. "2514. Research and implementation. "2515. Computer-integrated manufacturing technology. "2516, Concurrent engineering. "2517. Munufacturing extension programs. 2511. Definitions "In this chapter: "(1) The term 'manufacturing technology' means development of techniques and processes designed to improve manufacturing quality, productivity, and practices, including quality control, shop floor management, inventory management and worker training, as well as manufacturing equipment and software. "(2) The term 'manufacturing extension programs' means pub. licly-chartered organizations and services to transfer technology and help modernize small manufacturers through research, education and training, and outreach activities. "§ 2512. Management and planning "The Secretary of Defense, acting through the Under Secretary of Defense for Acquisition, shall- "(1) provide centralized Department of Defense policy guid- ance and direction to the military departments and the Defense Agencies on all matters relating to manufacturing technology; and "(2) direct the development and implementation of Depart- ment of Defense plans, programs, projects, and policies that pro- mote the development and application of advanced technologies to manufacturing processes, tools, and equipment. "§ 2513. National Defense Manufacturing Technology Plan "(a) The Secretary of Defense, in coordination with the Secretary of Commerce and the Secretary of Energy, shall develop and imple- ment a National Defense Manufacturing Technology Plan (hereafter in this section referred to as the 'Plan'). Subject to the authority, di- 114 strengthen U.S. economic interests in both areas, and how efforts in both areas will enhance U.S. civilian research capabilities. Also, the OSTP shall identify the top 20 civilian science projects in the Federal budget, ranked according to the administration's priority, and show their life-cycle cost projections. The Committee is deeply concerned about the tremendous need for funds for the modernization and rehabilitation of the Nation's academic research facilities. The 1986 Bromley-Packard report, done at the request of the OSTP, estimated that the current back- log of facilities modernization needs, just for those institutions of higher education dealing with the National Science Foundation, was a staggering $10,000,000,000, and that a $500,000,000 a year Federal investment, matched by an equal amount from non-Feder- al sources, was need to reduce this shortfall over the next decade. Unfortunately, this 1986 report, whose results have since been con- firmed by additional studies by the National Science Foundation, has not led to the development of a Federal strategy on academic research facilities. Only the National Science Foundation, with a modest $20,000,000 a year program, has attempted to address this glaring deficiency in higher education. As a result, the Committee directs OSTP to develop a policy on academic research facilities modernization that includes all Federal research and development agencies and a 5-year funding projection of the Federal contribu- tion to this effort. This interagency policy should be submitted to the Committee by April 1, 1991, and its funding profile should be clearly identified in the fiscal year 1992 budget submission for all agencies. The Committee applauds the establishment of the Federal Co- ordinating Council on Science, Engineering, and Technology [FCCSET] interagency Committee on Science Education and Human Resources. The Committee requests that this FCCSET com- mittee prepare and submit a strategy document with its 1992 budget request that will describe how the President intends the Nation will achieve the objective that by the year 2000, U.S. stu- dents will be first in the world in science and mathematics achieve- ments. The Committee expects that the report will be modeled after the strategy document prepared by the FCCSET Committee on Earth Sciences, and it shall include measurable objectives sup- porting the national goals. In addition, it shall include a multilevel priority-setting frame- work that will focus, integrate. and where necessary, reassign agency roles and responsibilities, along with the requisite program development and budget proposals. The Committee requests that this report specifically include milestones and assessment methods that will be used to chart the Nation's progress in meeting the ob- jectives. The OSTP should provide a draft report to the Committee by November 30, 1990. The Committee directs the OSTP to guide the mission agencies in establishing and restructuring their offices of education to sup- port science and mathematics education and to make the agencies fully responsive to the FCCSET Education Committee's plan. Also, OSTP shall ensure that each agency's office of education has pro- grams directed at student and teacher segments from K through graduate school. 115 The Committee strongly encourages efforts within the Federal Government to strengthen the educational activities of Federal re- search laboratories. Further, the Committee believes that the OSTP should require all Federal agencies with research and devel- opment activities to establish education offices at each particular Federal laboratory under its control. The goal of such an effort is to improve internal Federal agency science, mathematics and engi- neering education programs, as well as foster education partner- ships between various Federal labs and schools and academic insti- tutions which are located near them. The Committee notes there is a need to coordinate and disseminate information on these pro- grams among the various Federal mission agencies, as well as be- tween the National Science Foundation [NSF] and the Department of Education. Therefore, the Committee directs OSTP to work with the NSF, the Department of Education, and Federal mission agen- cies to coordinate agency efforts to improve math, science, and en- gineering education, particularly in the area of developing labora- tory education partnerships. The OSTP shall report the status of this effort and the agencies' funding needs for this activity to the Committee by March 15, 1991. Last year the Congress authorized funds for OSTP to establish the national critical technologies panel, and a Critical Technologies Institute, a federally funded research and development center under the OSTP, to support it. The Congress took this step in the belief that there was a need for the Federal Government to help focus the Nation's efforts in developing precompetitive technologies to support our knowledge-based economy, without picking winners and losers in the marketplace. The Committee notes its strong sup- port for this investment, and directs the OSTP to move forward in establishing the Critical Technologies Institute, and to report to the Committee on its efforts in this area by February 1, 1991. The Committee is aware that a recent study by the National Academy of Sciences Council strongly endorsed the U.S. Global Change Research Program [USGCRP]. At the same time, the Acad- emy's review raised concerns about the program which are shared by the Committee. The Committee directs the OSTP to respond to the review by February 1, 1991, with an emphasis on providing stronger program management to: (a) use extramural advisory expert panels for defining and evaluating the USGCRP's various programs and the products they are designed to develop; (b) focus agencies to produce research results specifically agreed upon by the USGCRP interagency committee; (c) assure greater interagency co- operation; (d) broaden involvement at the project level by the aca- demic community, local, and State governments, and other nations; and (e) schedule and report interim assessments of the USGCRP in public forums. Despite the Committee's strong support for the current global cli- mate research program, the Committee believes that additional global climate policy action needs to take place. In that light, the Committee directs the OSTP to submit to it a report by March 1, 1991, that addresses several key issues. First, what the OSTP con- siders to be the maximum concentration of greenhouse gases which is acceptable, and the date by which those concentrations will be reached and stabilized. Second, what is the U.S. contribution to the 234 National Defense Research Institute [NDRI]; Institute for Defense Analyses [IDA]; Consolidated DOD software initiative-Software Engineering Institute [SEI]; Logistics Management Institute [LMI].-As part of its initiative to eliminate exorbitant growth in funding for defense federally funded research and development centers [FFRDC's], the Committee recommends budget reductions for the defense agencies four FFRDC's. The reductions are the shares each organization should absorb as part of the Committee's overall recommendation to return total defense FFRDC funding to the fiscal year 1987 level, as adjusted for inflation. Fiscal year 1987 was the peak year of defense RDT&E funding during the last decade. Full justification and direction for implementing this recommen- dation are contained in the introduction to the RDT&E section of the report. Although for accounting purposes, the recommendation is assessed against defense agencies RDT&E program elements and funding, the Committee intends that the reductions be applied against total fiscal year 1991 funding for each of the FFRDC's. The total funding for each organization includes direct appropriations through RDT&E program elements (in two cases) plus additional Defense Department contract funds. The recommended funding for each FFRDC is: (a) $17,338,000 for the Rand Corp.'s National Defense Research Institute, a reduction of $3,580,000; (NDRI's total fiscal year funding was requested at $29,500,000); (b) $86,110,000 for the Institute for Defense Analyses, a reduction of $11,890,000 to the request; (c) $19,770,000 for Logis- tics Management Institute, a reduction of $2,730,000; and (d) $31,172,000 for the consolidated DOD software initiative--Software Engineering Institute, a reduction of $3,400,000. AIM-9 consolidated program.-The Committee recommends $30,000,000 in a new defense agencies program element to fund a joint Air Force-Navy program to develop enhancements to the AIM-9 Sidewinder short-range missile. Such a consolidation al- ready has been approved by the full Senate. Recommendations in the Navy and Air Force RDT&E accounts eliminate separate fund- ing for the duplicative, AIM-9 missile upgrade programs each serv- ice was requesting for fiscal year 1991. Strategic technology; high performance computing.-The Commit- tee recommends $115,249,000, a net reduction of $92,500,000, to this program element of several projects in the Defense Advanced Re- search Projects Agency. This recommendation reflects: (a) the transfer of the $108,000,000 requested for DARPA strategic comput- ing activities to a new high-performance computing program ele- ment; (b) the transfer of $9,500,000 requested for high-definition display technologies to a consolidated program within the integrat- ed command and control technology program element; and, (c) the addition of $25,000,000 for the third year of the DARPA initiative in concurrent engineering [DICE]. DICE is a manufacturing tech- nology effort to combine computer-aided techniques and artificial intelligence to design improved logistics technologies into products from their inception. The Committee recommends $128,000,000 for the new high-per- formance computing program element in DARPA. This amount represents an increase of $20,000,000 to the budget request to accel- 235 erate research in this critical technology. The separate program element is intended to highlight the importance of DARPA's strate- gic computing efforts and to improve congressional oversight. DARPA, a national leader in high-performance computing, has been assigned a leading role in the country's high-performance computing initiative. Critical Technology Institute.-As approved by the full Senate, the Committee adds $5,000,000 to the budget for a Critical Technol- ogy Institute. The Institute is intended to assist the White House Office of Science and Technology Policy in planning and imple- menting development of critical technologies related to national se- curity and global economic competitiveness. The Committee ex- pects that funds for continuing the Critical Technology Institute in fiscal year 1992 and later years will be budgeted for outside the De- fense Department. Strategic environmental research program [SERP].-As approved by the full Senate, the Committee recommends adding $200,000,000 to the budget request for a strategic environmental research pro- gram to increase the Defense Department's contributions to coun- tering major environmental threats facing the Nation and the global environment. The Committee supports the goals and genera! direction of this initiative, but believes that it fails to address certain concerns cen- tral to a balanced environmental protection and restoration effort. These concerns include technical support for species conservation activities on Defense Department lands and sufficient emphasis on the development of renewable energy resources. Consistent with the priorities described in the report accompany- ing the Fiscal Year 1991 Defense Authorization Act establishing the Strategic Environmental Research Program, the Committee also believes that the issue of global environmental change is im- portant to the mission of the SERP. To address this component of the initiative, the Committee directs that $25,000,000 of the funds appropriated for this initiative shall be available only for the estab- lishment of an Arctic region supercomputing center to support re- search by the Department of Defense and other Federal agencies and the academic community. The acquisition of one supercomputer, with ownership to be re- tained by the Department of Defense, will commence this effort. The new supercomputing center should be established at an insti- tution engaged in Department of Defense research located within the Arctic region. The supercomputing capabilities should be avail- able to all qualified Federal and academic research activities en- gaged in environmental studies. The supercomputing center should also be available to support other Department of Defense research initiatives, including the possible exploitation of the auroral ionospheric electrojet for non- polluting power generation. The Committee expects the Joint Strategic Environmental Re- search Program Council to report to the House and Senate Com- mittees on Appropriations no later than March 15, 1991, on the specific timetable and implementation plan to establish the Arctic region supercomputing center. This report should address the ac- 278 "(1) To address environmental matters of concern to the De- partment of Defense and the Department of Energy through support for basic and applied research and development of tech- nologies that can enhance the capabilities of the departments to meet their environmental obligations. "(2) To identify research, technologies, and other information developed by the Department of Defense and the Department of Energy for national defense purposes that would be useful to governmental and private organizations involved in the devel- opment of energy technologies and of technologies to address en- vironmental restoration, waste minimization, hazardous waste substitution, and other environmental concerns, and to share such research, technologies, and other information with such governmental and private organizations. "(3) To furnish other governmental organizations and private organizations with data, enhanced data collection capabilities, and enhanced analytical capabilities for use by such organiza- tions in the conduct of environmental research, including re- search concerning global environmental change. "(4) To identify technologies developed by the private sector that are useful for Department of Defense and Department of Energy defense activities concerning environmental restoration, hazardous and solid waste minimization and prevention, haz- ardous material substitution, and provide for the use of such technologies in the conduct of such activities. "$" 2902. Strategic Environmental Research and Development Pro- gram Council "(a) There is a Strategic Environmental Research and Develop- ment Program Council (hereinafter in this chapter referred to as the 'Council'). "(b) The Council is composed of nine members as follows: "(1) The Assistant Secretary of Defense responsible for mat- ters relating to production and logistics. "(2) The Director of Defense Research and Engineering. "(3) The Vice Chairman of the Joint Chiefs of Staff. "(4) The Assistant Secretary of the Air Force responsible for matters relating to space. "(5) The Assistant Secretary of Energy for Defense programs. "(6) The Director of the Department of Energy Office of Envi- ronmental Restoration and Waste Management. "(7) The Director of the Department of Energy Office of Energy Research. "(8) The Administrator of the Environmental Protection Agency. "(9) The Executive Director of the Council (appointed pursu- ant to section 2903 of this title), who shall be a nonvoting member. "(c) The Secretary of Defense shall designate a member of the Council as chairman for each odd numbered fiscal year. The Secre- tary of Energy shall designate (1 member of the Council as chairman for each even-numbered fiscal year. "(d) The Council shall have the following responsibilities: 6/Z "(1) To prescribe policies and procedures to implement the Strategic Environmental Research and Development Program. "(2) To enter into contracts, grants, and other financial ar- rangements, in accordance with other applicable law, to carry out the purposes of the Strategic Environmental Research and Development Program. "(3) To prepare an annual five-year strategic environmental research and development plan that shall cover the fiscal year in which the plan is prepared and the four fiscal years follow- ing such fiscal year. "(4) To promote the maximum exchange of information, and to minimize duplication, regarding environmentally related re- search, development, and demonstration activities through close coordination with the military departments and Defense Agen- cies, the Department of Energy, the Environmental Protection Agency, the National Oceanic and Atmospheric Administration, the National Aeronautics and Space Administration, other de- partments and agencies of the Federal Government or any State and local governments, including the Federal Coordinating Council on Science, Engineering, and Technology, and other or- ganizations engaged in such activities. "(5) To ensure that research and development activities under the Strategic Environmental Research and Development Pro- gram do not duplicate other ongoing activities sponsored by the Department of Defense, the Department of Energy, the Environ- mental Protection Agency, the National Oceanic and Atmos- pheric Administration, the National Aeronautics and Space Ad- ministration, or any other department or agency of the Federal Government. "(6) To ensure that the research and development programs identified for support pursuant to policies and procedures pre- scribed by the council utilize, to the maximum extent possible, the talents, skills, and abilities residing at the Federal labora- tories, including the Department of Energy multiprogram and defense laboratories, the Department of Defense laboratories, and Federal contract research centers. To utilize the research capabilities of institutions of higher education and private in- dustry to the extent practicable. "(e) In carrying out subsection (d)(1), the Council shall prescribe policies and procedures that- "(1) provide for appropriate access by Federal Government personnel, State and local government personnel, college and university personnel, industry personnel, and the general public to data under the control of, or otherwise available to, the De- partment of Defense that is relevant to environmental matters by- "(A) identifying the sources of such data; "(B) publicizing the availability and sources of such data by appropriately-targeted dissemination of information to such personnel and the general public, and by other means; and "(C) providing for review of classified data relevant to en- vironmental matters with a view to declassifying or prepar- ing unclassified summaries of such data; 280 "(2) provide governmental and nongovernmental entities with analytic assistance, consistent with national defense missions, including access to military platforms for sensor deployment and access to computer capabilities, in order to facilitate envi- ronmental research; "(3) provide for the identification of energy technologies devel- oped for national defense purposes (including electricity genera- tion systems, energy storage systems, alternative fuels, biomass energy technology, and applied materials technology) that might have environmentally sound, energy efficient applications for other programs of the Department of Defense and the Depart- ment of Energy national security programs, particularly tech- nologies that have the potential for industrial, commercial, and other governmental applications, and to support programs of re- search in and development of such applications; "(4) provide for the identification and support of programs of basic and applied research, development, and demonstration in technologies useful- "(A) to facilitate environmental compliance, remediation, and restoration activities of the Department of Defense and at Department of Energy defense facilities; "(B) to minimize waste generation, including reduction at the source, by such departments; or "(C) to substitute use of nonhazardous, nontoxic, nonpol- luting, and other environmentally sound materials and substances for use of hazardous, toxic, and polluting mate- rials and substances by such departments; "(5) provide for the identification and support of research, de- velopment, and application of other technologies developed for national defense purposes which not only are directly useful for programs, projects, and activities of such departments. but also have useful applications for solutions to such national and international environmental problems as climate change and ozone depletion; "(6) provide for the Secretary of Defense, the Secretary of Energy. and the Administrator of the Environmental Protection Agency, in cooperation with other Federal and State agencies, as appropriate. to conduct joint research, development, and demonstration projects relating to innovative technologies, man- agement practices, and other approaches for purposes of- "(A) preventing pollution from all sources; "(B) minimizing hazardous and solid waste, including re- cycling; and "7C") treating hazardous and solid waste, including the use of thermal. chemical, and biological treatment technol- ogies; "(7) encourage transfer of technologies referred to in clauses (2) through (6) to the private sector under the Stevenson-Wydler Technology Innovation Act of 1980 (15 U.S.C. 3701 et seq.) and other applicable laws: "(8) provide for the identification of, and planning for the demonstration and use of. existing environmentally sound, energy-efficient technologies developed by the private sector that could be used directly by the Department of Defense; 281 "(9) provide for the identification of military specifications that prevent or limit the use of environmentally beneficial tech- nologies, materials, and substances in the performance of De- partment of Defense contracts and recommend changes to such specifications; and "(10) to ensure that the research and development programs identified for support pursuant to the policies and procedures prescribed by the Council are closely coordinated with, and do not duplicate, ongoing activities sponsored by the Department of Defense, the Department of Energy, the Environmental Protec- tion Agency, the National Aeronautics and Space Administra- tion, the National Oceanic and Atmospheric Administration, or other Federal agencies. "(f)(1) To assist the Council in preparing the five-year strategic en- vironmental research and development plan under subsection (d)(3), the Secretary of Defense and the Secretary of Energy may each submit to the Council a proposal for conducting environmental re- search under this chapter. The Secretary of each department shall ensure that the environmental research proposal of the department includes- "(A) short- and long-term, cooperative, basic, and applied re- search systems engineering and development programs in envi- ronmental research; "(B) short- and long-term, basic research in environmental restoration at the respective laboratories of each department; and "(C) participation by industry and institutions of higher edu- cation. "(2) The Secretary of each department shall ensure that, in the de- velopment of its environmental research proposal, consideration is given to- "(A) the need for increased research in basic science, includ- ing basic materials, physics, molecular structures, chemistry, and biology related to environmental research at that Depart- ment's defense operations, production, research, and mainte- nance facilities; and "(B) ways to identify and conduct research and development on technologies for environmental restoration, remediation and waste cleanup activities, waste minimization, and hazardous and toxic materials substitution potential in defense production and maintenance activities. "(3) The Secretary of each department shall transmit the proposal to the Council not later than July 1 of each year. "(g) The Council shall be subject to the authority, direction, and control of the Secretary of Defens in prescribing policies and proce- dures under subsection (d)(1). "(h)(1) Not later than February 1 of each year, the Council shali submit to the Secretary of Defense an annual report on the annual five-year strategic environmental research and development plan prepared pursuant to subsection (d)(3). "(2) The report shall contain the follow g: "(A) A description of the actions to be taken during the five- year period covered by the plan in order to prevent duplication 282 of research and development activities referred to in the policies and procedures prescribed pursuant to subsection (d)(1). "(B) A description of the involvement with Federal interagen- cy coordinating entities such as the Federal Coordinating Coun- cil on Science, Engineering, and Technology. "(C) A description of each project selected or recommended by the Council for support and funding, including the duration of, and the total estimated or (if known) actual cost of- "(i) each such project supported during the fiscal year in which the plan is submitted and the preceding fiscal year; and "(ii) each such project proposed for funding during the fiscal year in which the annual report is submitted and the following four fiscal years. "(D) The amounts requested, in the budget submitted to Con- gress pursuant to section 1105(a) of title 31 for the fiscal year following the fiscal year in which the annual report is submit- ted, for the programs, projects, and activities of the Strategic Environmental Research and Development Program and the es- timated expenditures under such programs, projects, and activi- ties during such following fiscal year. "(E) The amount requested in such budget for each Federal laboratory, including each Department of Defense and Depart- ment of Energy laboratory. "(F) The amount made available, for the fiscal year in which the annual report is submitted, to each Federal laboratory, in- cluding each Department of Defense and Department of Energy laboratory. "(G) A description of any changes in military specifications recommended by the Council, actions to be taken to effectuate any such recommended changes on an expedited basis, and the projected date for each such change. "(H) A description of all contracts, agreements. or other docu- ments for cooperative research and development activities en- tered into pursuant to the Stevenson- Wydler Technology Innova- tion Act of 1980 (15 U.S.C. 3701 et seq.) during the fiscal year preceding the fiscal year in which the annual report is submit- ted. "(I) Plans for transferring technology and information to other governmental agencies and to nongovernmental organiza- tions involved in environmental research and related matters. "(J) A description of plans to increase access to data described in subsection (e)(1). "(K) Such additional recommendations or proposals, includ- ing proposals for legislation, relating to the Strategic Environ- mental Research and Development Program as the Council con- siders appropriate. "(3) The Council shall make a draft of the five-year strategic envi- ronmental research and development plan covered by each report available for public comment for a period of at least 30 days. "(4) Not later than March 15 of each year the Secretary of Defense and the Secretary of Energy shall transmit the annual report to the Congress. The Secretary of Defense and the Secretary of Energy may 283 submit such comments on the annual report as each Secretary con- siders appropriate. "§ 2903. Executive Director "(a) There shall be an Executive Director of the Council appointed by the Secretary of Defense after consultation with the Secretary of Energy. "(b) Subject to the authority, direction, and control of the Secre- tary of Defense, the Executive Director is responsible for the man- agement of the Strategic Environmental Research and Development Program in accordance with the policies established by the Council. "(c) The Executive Director may enter into contracts or other agreements in accordance with applicable law, except that the Exec- utive Director shall first obtain the approval of the Council for any contract or agreement in an amount equal to or in excess of $500,000 or such lesser amount as the Council may prescribe. (d)(1) The Executive Director, with the concurrence of the Coun- cil, may appoint such professional and clerical staff as may be nec- essary to carry out the responsibilities and policies of the Council. "(2) The Executive Director, with the concurrence of the Council and without regard to the provisions of chapter 51 of title 5 and subchapte." III of chapter 53 of such title, may establish the rates of basic pay for professional, scientific, and technical employees ap- pointed pursuant to paragraph (1). The authority provided in the preceding sentence shall expire two years after the date of the enact- ment of the National Defense Authorization Act for Fiscal Year 1991. "§ 2904. Strategic Environmental Research and Development Pro- gram Scientific Advisory Board "(a) The Secretary of Defense and the Secretary of Energy, in con- sultation with the Administrator of the Environmental Protection Agency, shall jointly appoint a Strategic Environmental Research and Development Program Scientific Advisory Board (hereafter in this section referred to as the 'Advisory Board') consisting of not less than six and not more than 13 members. "(b)(1) The Science Advisor to the President, or his designee, shall be a permanent member of the Advisory Board. "(2) Other members of the Advisory Board shall be appointed from among persons eminent in the fields of basic sciences, engineer- ing, ocean and environmental sciences, education, research manage- ment, international and security affairs, health physics, health sci- ences, or social sciences, with due regard given to the equitable rep- resentation of scientists and engineers who are women or who repre- sent minority groups. At least one member of the Advisory Board shall be a representative of environmental public interest groups and one member shall be a representative of the interests of State governments. "(3) The Secretary of Defense and the Secretary of Energy, in con- sultation with the Administrator of the Environmental Protection Agency, shall request- "(A) that the head of the National Academy of Sciences, in consultation with the head of the National Academy of Engi- neering and the head of the Institutes of Medicine of the Na- 284 tional Academy of Sciences, nominate persons for appointment to the Advisory Board; "(B) that the Council on Environmental Quality nominate for appointment to the Advisory Board at least one person who is a representative of environmental public interest groups; and "(C) that the National Association of Governors nominate for appointment to the Advisory Board at least one person who is representative of the interests of State governments. "(4) Members of the Advisory Board shall be appointed for terms of three years. "(c) A member of the Advisory Board who is not otherwise em- ployed by the Federal Government shall not be considered to be a Federal employee, except for the purposes of chapter 81 of title 5 (re- lating to compensation for work-related injuries) and chapter 171 of title 28 (relating to tort claims). "(d) The Advisory Board shall prescribe procedures for carrying out its responsibilities. Such procedures shall define a quorum as a majority of the members, provide for annual election of the Chair- man by the members of the Advisory Board. and require at least four meetings of the Advisory Board each year. "(e) The Council shall refer to the Advisory Board, and the Advi- sory Board shall review, each proposed research project including its estimated cost. for research in and development of technologies re- lated to environmental activities in excess of $1,000,000. The Adviso- ry Board shall make any recommendations to the Council that the Advisory Board considers appropriate regarding such project or pro- posal. "(f) The Advisory Board may make recommendations to the Coun- cil regarding technologies, research. projects, programs, activities, and, if appropriate. funding within the scope of the Strategic Envi- ronmental Research and Development Program. "(g) The Advisory Board shall assist and advise the Council in identifying the environmental data and analytical assistance activi- ties that should be covered by the policies and procedures prescribed pursuant to section 2902(d)(1) of this title. "(h) Not later than March 15 of each year, the Advisory Board shall submit to the Congress an annual report setting forth its ac- tions during the year preceding the year in which the report is sub- mitted and any recommendations, including recommendations on projects, programs, and information exchange and recommendations for legislation, that the Advisory Board considers appropriate re- garding the Strategic Environmental Research and Development Program. "(i) Each member of the Advisory Board shull be required to file (1 financial disclosure report under title I of the Ethics in Govern- ment Act of 1978 (5 U.S.C. App.)." (2) The tables of chapters at the beginning of subtitle A of title 10, United States Code, and at the beginning of part IV of such sub- title, are each amended by inserting after the item relating to chap- ter 171 the following: "172 Strategic Environmental Research and Development Program 2901". (b) INITIAL APPOINTMENTS OF ADVISORY BOARD MEMBERS. The Secretary of Defense and the Secretary of Energy shall make 285 the appointments required by section 2904(a) of title 10, United States Code (as added by subsection (a)(1)), not later than 60 days after the date of the enactment of this Act. (2) Up to one-half of the members originally appointed to the Stra- tegic Environmental Research and Development Program Scientific Advisory Board established under section 2904 of title 10, United States Code, as added by subsection (a)(1), may be appointed for terms of not more than six and not less than two years in order to provide for staggered expiration of the terms of members. The Secre- tary of Defense and the Secretary of Energy, in consultation with the Administrator of the Environmental Protection Agency, shall designate the members appointed for terms authorized under this paragraph and shall specify the terms for which such members are appointed. (c) FIRST ANNUAL REPORT OF THE STRATEGIC ENVIRONMENTAL RESEARCH AND DEVELOPMENT PROGRAM COUNCIL.-(1) The first annual report required by section 2902(h) of title 10, United States Code, as added by subsection (a)(1), shall be submitted to the Secre- tary of Defense, the Secretary of Energy, and the Administrator of the Environmental Protection Agency not later than February 1, 1992. (2) The Strategic Environmental Research and Development Pro- gram Council shall conduct and include as part of the first annual report required pursuant to section 2902(h) of title 10, United States Code, as added by subsection (a)(1), an assessment of the advisabil- ity of, and various alternatives to, charging fees for information re- leased, as required pursuant to sections 2901(b)(3), 2902(e) (1) and (2), and 2902(g)(2)(2) of such title (as so added), to private sector entities operating for a profit. (3) The Secretary of Defense, the Secretary of Energy, and the Ad- ministrator of the Environmental Protection Agency shall submit to the Congress, with the annual report referred to in paragraph (1), any recommendations for changes in the structure or personnel of the Council that the Secretaries and the Administrator consider nec- essary to carry out the environmental activities of the strategic envi- ronmental research and development program. (d) FIRST ANNUAL REPORT OF THE STRATEGIC ENVIRONMENTAL RESEARCH AND DEVELOPMENT PROGRAM SCIENTIFIC ADVISORY BOARD.--The first annual report of the Strategic Environmental Re- search and Development Program Scientific Advisory Board re- quired by section 2904(h) of title 10, United States Code, as added by subsection (a)(1), shall be submitted not later than March 15, 1992. SEC. 1802. AVAILABILITY OF FUNDS Of the amounts authorized to be appropriated pursuant to section 201. $200,000,000 shall be available for the Strategic Environmental Research and Development Program established under chapter 172 of title 10. United States Code, as added by section 1001. To the extent provided in appropriation Acts. the amount made available by this section shall remain available until expended. Assistant to the President for Science and Technology Chairman, Chairman, Federal Coordinating Director, President's Adviser on Committee on Science, Office of Science and Science & Technology Engineering & Technology Technology Policy (OSTP) (PCAST) (FCCSET) (private sector panel) (Interagency council) Committee on Associate Director for Physical, Mathematical Life Sciences Engineering Sciences Committee on Associate Director for Sciences Industrial Technology Earth and Environment Committee on Associate Director for Life Science and Health Policy and International Affairs Committee on International Science, Engineering and Technology Committee on Associate Director for Education and Physical Science and Human Resources Engineering Committee on Assistant Director for Radiation Research and National Security Policy Coordination Committee on Assistant Director for Industry and Technology Environment MAJOR OSTP ISSUES AND ACTIVITIES 1989-1990 Develop High Performance Computing Initiative Participate in Federal Budget Process on R&D Coordinate Administration's Scientific Work on Global Climate Change Formulate Math/Science Education Goals of Agencies with respect to R&D Establish FCCSET Structure PROPOSED AGENDA FOR S&T WORKING GROUP Review Pending Legislation on Technology Policy American Technology Preeminence Act High Performance Computing Initiative Prospective Critical Technologies Legislation Develop Guidelines Regarding Industry/Government Cost Sharing and Joint R&D Initial focus: electric car consortium in the National Energy Strategy Develop Plan for the National Critical Technologies Institute Develop position on Uruguay Round disciplines on Government support for R&D (perhaps better suited as TPRG issue) Document Originally Attached to Following Page DEPARTMENT OF COMMERCE Assistant Secretary UNITED STATES of for Technology Policy DATE: March 20, 1991 FROM THE DESK OF: Deborah L. Wince-Smith TO: Olin Wethington Per our conversation. X For your information. For appropriate action. For draft of an appropriate reply for my signature. Please answer directly. Let's discuss. Please return with your comments. Attached is the CISET I.P.R. papers. These have been approved by the CISET, however the attorneys are now reviewing them for final approval. Withdrawal/Redaction Sheet (George Bush Library) Document No. Subject/Title of Document Date Restriction Class. and Type 01a. Memo Working Group on Intellectual Property Rights (IPR) to 2/25/91 (b)(1) Committee on International Science, Engineering and Technology (CISET) Re: An Alternative Intellictual Property Allocation Provision for Use with Institutions of the European Community and Member Sta (2 pp.) Collection: Record Group: Bush Presidential Records Office: Economic Policy Council (EPC) Series: Wethington, Olin, Files Subseries: Subject Files WHORM Cat.: File Location: Science & Technology [2] Date Closed: 1/5/2010 OA/ID Number: 04295-017 FOIA/SYS Case #: 2005-0336-F Appeal Case #: Re-review Case #: Appeal Disposition: P-2/P-5 Review Case #: Disposition Date: AR Case #: MR Case #: AR Disposition: MR Disposition: AR Disposition Date: MR Disposition Date: RESTRICTION CODES Presidential Records Act - [44 U.S.C. 2204(a)] Freedom of Information Act - [5 U.S.C. 552(b)] P-1 National Security Classified Information [(a)(1) of the PRA] (b)(1) National security classified information [(b)(1) of the FOIA] P-2 Relating to the appointment to Federal office [(a)(2) of the PRA] (b)(2) Release would disclose internal personnel rules and practices of an P-3 Release would violate a Federal statute [(a)(3) of the PRA] agency [(b)(2) of the FOIA] P-4 Release would disclose trade secrets or confidential commercial or (b)(3) Release would violate a Federal statute [(b)(3) of the FOIA] financial information [(a)(4) of the PRA] (b)(4) Release would disclose trade secrets or confidential or financial P-5 Release would disclose confidential advice between the President information [(b)(4) of the FOIA] and his advisors, or between such advisors [a)(5) of the PRA] (b)(6) Release would constitute a clearly unwarranted invasion of P-6 Release would constitute a clearly unwarranted invasion of personal privacy [(b)(6) of the FOIA] personal privacy [(a)(6) of the PRA] (b)(7) Release would disclose information compiled for law enforcement purposes [(b)(7) of the FOIA] C. Closed in accordance with restrictions contained in donor's deed of (b)(8) Release would disclose information concerning the regulation of gift. financial institutions [(b)(8) of the FOIA] (b)(9) Release would disclose geological or geophysical information PRM. Removed as a personal record misfile. Withdrawal/Redaction Sheet (George Bush Library) Document No. Subject/Title of Document Date Restriction Class. and Type 01b. Report Re: An Alternative Intellectual Property Allocation Provision n.d. (b)(1) for Use with Institutions of the European Community and Member States (2 pp.) Collection: Record Group: Bush Presidential Records Office: Economic Policy Council (EPC) Series: Wethington, Olin, Files Subseries: Subject Files WHORM Cat.: File Location: Science & Technology [2] Date Closed: 1/5/2010 OA/ID Number: 04295-017 FOIA/SYS Case #: 2005-0336-F Appeal Case #: Re-review Case #: Appeal Disposition: P-2/P-5 Review Case #: Disposition Date: AR Case #: MR Case #: AR Disposition: MR Disposition: AR Disposition Date: MR Disposition Date: RESTRICTION CODES Presidential Records Act - [44 U.S.C. 2204(a)] Freedom of Information Act - [5 U.S.C. 552(b)] P-1 National Security Classified Information [(a)(1) of the PRA] (b)(1) National security classified information [(b)(1) of the FOIA] P-2 Relating to the appointment to Federal office [(a)(2) of the PRA] (b)(2) Release would disclose internal personnel rules and practices of an P-3 Release would violate a Federal statute [(a)(3) of the PRA] agency [(b)(2) of the FOIA] P-4 Release would disclose trade secrets or confidential commercial or (b)(3) Release would violate a Federal statute [(b)(3) of the FOIA] financial information [(a)(4) of the PRA] (b)(4) Release would disclose trade secrets or confidential or financial P-5 Release would disclose confidential advice between the President information [(b)(4) of the FOIA] and his advisors, or between such advisors [a)(5) of the PRA] (b)(6) Release would constitute a clearly unwarranted invasion of P-6 Release would constitute a clearly unwarranted invasion of personal privacy [(b)(6) of the FOIA] personal privacy [(a)(6) of the PRA] (b)(7) Release would disclose information compiled for law enforcement purposes [(b)(7) of the FOIA] C. Closed in accordance with restrictions contained in donor's deed of (b)(8) Release would disclose information concerning the regulation of gift. financial institutions [(b)(8) of the FOIA] (b)(9) Release would disclose geological or geophysical information PRM. Removed as a personal record misfile. Withdrawal/Redaction Sheet (George Bush Library) Document No. Subject/Title of Document Date Restriction Class. and Type 01c. Attachment Re: Joint Management Allocation Provision (1 pp.) n.d. (b)(1) Collection: Record Group: Bush Presidential Records Office: Economic Policy Council (EPC) Series: Wethington, Olin, Files Subseries: Subject Files WHORM Cat.: File Location: Science & Technology [2] Date Closed: 1/5/2010 OA/ID Number: 04295-017 FOIA/SYS Case #: 2005-0336-F Appeal Case #: Re-review Case #: Appeal Disposition: P-2/P-5 Review Case #: Disposition Date: AR Case #: MR Case #: AR Disposition: MR Disposition: AR Disposition Date: MR Disposition Date: RESTRICTION CODES Presidential Records Act - [44 U.S.C. 2204(a)] Freedom of Information Act - [5 U.S.C. 552(b)] P-1 National Security Classified Information [(a)(1) of the PRA] (b)(1) National security classified information [(b)(1) of the FOIA] P-2 Relating to the appointment to Federal office [(a)(2) of the PRA] (b)(2) Release would disclose internal personnel rules and practices of an P-3 Release would violate a Federal statute [(a)(3) of the PRA] agency [(b)(2) of the FOIA] P-4 Release would disclose trade secrets or confidential commercial or (b)(3) Release would violate a Federal statute [(b)(3) of the FOIA] financial information [(a)(4) of the PRA] (b)(4) Release would disclose trade secrets or confidential or financial P-5 Release would disclose confidential advice between the President information [(b)(4) of the FOIA] and his advisors, or between such advisors [a)(5) of the PRA] (b)(6) Release would constitute a clearly unwarranted invasion of P-6 Release would constitute a clearly unwarranted invasion of personal privacy [(b)(6) of the FOIA] personal privacy [(a)(6) of the PRA] (b)(7) Release would disclose information compiled for law enforcement purposes [(b)(7) of the FOIA] C. Closed in accordance with restrictions contained in donor's deed of (b)(8) Release would disclose information concerning the regulation of gift. financial institutions [(b)(8) of the FOIA] (b)(9) Release would disclose geological or geophysical information PRM. Removed as a personal record misfile. Withdrawal/Redaction Sheet (George Bush Library) Document No. Subject/Title of Document Date Restriction Class. and Type 01d. Attachment Re: Standard IPR Annex (3 pp.) n.d. (b)(1) Collection: Record Group: Bush Presidential Records Office: Economic Policy Council (EPC) Series: Wethington, Olin, Files Subseries: Subject Files WHORM Cat.: File Location: Science & Technology [2] Date Closed: 1/5/2010 OA/ID Number: 04295-017 FOIA/SYS Case #: 2005-0336-F Appeal Case #: Re-review Case #: Appeal Disposition: P-2/P-5 Review Case #: Disposition Date: AR Case #: MR Case #: AR Disposition: MR Disposition: AR Disposition Date: MR Disposition Date: RESTRICTION CODES Presidential Records Act - [44 U.S.C. 2204(a)] Freedom of Information Act - [5 U.S.C. 552(b)] P-1 National Security Classified Information [(a)(1) of the PRA] (b)(1) National security classified information [(b)(1) of the FOIA] P-2 Relating to the appointment to Federal office [(a)(2) of the PRA] (b)(2) Release would disclose internal personnel rules and practices of an P-3 Release would violate a Federal statute [(a)(3) of the PRA] agency [(b)(2) of the FOIA] P-4 Release would disclose trade secrets or confidential commercial or (b)(3) Release would violate a Federal statute [(b)(3) of the FOIA] financial information [(a)(4) of the PRA] (b)(4) Release would disclose trade secrets or confidential or financial P-5 Release would disclose confidential advice between the President information [(b)(4) of the FOIA] and his advisors, or between such advisors [a)(5) of the PRA] (b)(6) Release would constitute a clearly unwarranted invasion of P-6 Release would constitute a clearly unwarranted invasion of personal privacy [(b)(6) of the FOIA] personal privacy [(a)(6) of the PRA] (b)(7) Release would disclose information compiled for law enforcement purposes [(b)(7) of the FOIA] C. Closed in accordance with restrictions contained in donor's deed of (b)(8) Release would disclose information concerning the regulation of gift. financial institutions [(b)(8) of the FOIA] (b)(9) Release would disclose geological or geophysical information PRM. Removed as a personal record misfile. AGENDA FOR MEETING OF THE INTERAGENCY COMMITTEE FOR FEDERAL TECHNOLOGY TRANSFER April 2, 1991 at 10:00 a.m. ROOM 4830, DEPARTMENT OF COMMERCE Agenda Opening remarks -Deborah Wince-Smith, Assistant Secretary for Technology Policy, Department of Commerce Discussion of important technology transfer issues under consideration by the Committee on Industry and Technology of the Federal Coordinating Council for Science, Engineering and Technology --Dr. William Phillips, Associate Director for Industrial Technology, Office of Science and Technology Policy, the White House Discussion of proposed changes in GATT Subsidy Code (possible countervailing duties on products from labs) and Procurement Code (opening government contracts to international competition) FCCSBT Com't on Industry sted. Wm.Phillips misson: enhance applie offed. R+D taindursting thrust is to mike more unseful to industry strategy: Attam put south addreal nouth for Herh spring mimplem of older hirtial Teah Report advities: x-at on administ materials processing mentines/cation technologies there inventing are mini-xcuts advanced many barder existing OMB inventory 7 advanced ofthave - ifo + communition hardware - biotechnology Dill Phollips: "undear how for can take this" identify arrad greater applie. of fed. R&D confirence M provato section D. W.S: how get industry they R&D issue bring is who lasign/provess uses tech. into first, fed Not R.D who creater if Computition Comil conflist implio. of of FOIA interest *** tech nes) transfer no miform no policy remove on comf. comflie of of asan interest impediment how implement initiatives (eg. -2- I want to thank you for the information on your agency's technology transfer activities that you provided for the Secretary's biennial report to the President and Congress. Please bring any additional recommendations for ideas that you want included in the report. I look forward to seeing you and hearing your views on these important issues. Please RSVP to Regina Horton at 202-377-8100. Sincerely, Deborah L.Winee Smith Deborah L. Wince-Smith Enclosure Goût R+D under GATT Subsidies Code/UruguaryR. put gou't R&D in green gone ? how draw line between permissible & impermissible ? should gov't R&D contracts go under procurement cote ? V.S. counter: services contracts (with resiprocity) EC Ay 90 offer: expand P.d.to TPRG qun notgrovide explaintiments to indude R&D signifexclusion in hall offer scounty TPRG to issue of coverageof sub national entities (og states) and MASA(?) teams non-gottenties (reginal teleas/prionto utilities) problem I J. shadm/abs HHS research grant to universities. not New open to froign to GATT govt gres code will Not cover grants BERRTHENT OF COMMERCE UNITED STATES DEPARTMENT OF COMMERCE The Assistant Secretary for Technology Policy UNITED STATES OF AMERICA Washington, D.C. 20230 MAR 21 1991 Mr. Olin Wethington Special Assistant to the President and Executive Secretary of the Economic Policy Council Room 228, Old Executive Office Building Washington, D.C. 20500 Dear Mr. Wethington: This is to invite you to the first 1991 meeting of the Interagency Committee for Federal Technology Transfer. The meeting will be held on April 2, at 10:00 a.m. in room 4830 of the Department of Commerce. An agenda is attached. As you know, this Committee was established to expedite the transfer and commercialization of technology from Federal laboratories under the Federal Technology Transfer Act of 1986. However, as the Administration expanded its attention to technology commercialization, it has become apparent that there are many related issues that should be reviewed. Several of these will be considered at this meeting. After my introductory remarks, Dr. William Phillips of the White House's Office of Science and Technology Policy will discuss issues on the agenda of the new Committee on Industry and Technology of the Federal Coordinating Council on Science, Engineering, and Technology (FCCSET/CIT). Our committee will be working closely with both the FCCSET/CIT and the President's Council on Competitiveness Working Group on the Commercialization of Government R&D. Two issues of immediate importance to our commercialization efforts relate to the ongoing GATT negotiations. In the Subsidies Code negotiations, there is a proposal to treat government support for R&D which ultimately produces a commercial product as potentially subject to countervailing duties. In the Procurement Code negotiations, the United States is considering whether to include government R&D contracts as procurement within the Code, opening them to international competition. Both of these issues are on a fast track and it is important that you take this opportunity to hear from our trade officials on these sensitive issues and to provide your agency's views to them. Although this committee and its working group have already considered a number of issues related to federal technology transfer, some barriers to commercialization remain. In order to further stimulate your thinking on this subject, I am enclosing a paper prepared by the Federal Laboratory Consortium that presents a brief discussion of issues that laboratory technology managers believe still need resolution at the policy level. April 2, 1991 Name Agency Phone Tom BUCKHOLTZ GSA 501-1000 JOHN COHRSSEN OVP 456-2816 Nick Montanarelli SDIO 653-1442 Sidney L. Jones Treasury 566-2551 Edward Murphy Treasury 566-5755 Richard Shane SBA 205-6450 JACK SWEENEY SBA 205-6950 Peter Saba DOE 586-4159 HENRY SANTIAGO DOE 586-6143 DAVID MORRISSY USTR 395-4947 Ted Jorei (for Stere Leturn) VA 535-7181 OlinWethington WH 456-7968 Wayne Leiss OFPP 395-3501 Ron Culpepper Navy 703-676-4448 MICHAEL MOORE EPA 382-7671 RAY BOWEN NSF 357-7717 DAVID APPLER DoD 703 614-0205 DAN RAK USAF 703 614-8000 NASA 453-8440 Richard DulBello NASA 453-8185 H Emzer Interior 208-5791 BEUErly Berger FLC 331-4220 Jean Kemp Commerce/IA 377-1780 Ron Lorentzen n n 377-4412 Tom Duesterberg DOC /IEP 377-301.1 Mark Gebeman POC 377-4625 SALLY H. BATH ITH/TD/AERO 377-4222 DAVID FLORIO 219.1385 Daphne Kamely U.S.ARMY SARD-TR 703-697-8432 Bill Tallent USDA/ARS 202-447-3973 Cherri Langenfeld DOE 586-3873 Judy Rosovich DOE 586-6399 John Pfeiffer OMB 395-4706 10:35 file: Technlogy EMERGING TECHNOLOGIES A Survey of Technical and Economic Opportunities Technology Administration U.S. Department of Commerce Spring 1990 DEPARTMENT OF COMMERCE * * UNITED STATES OF AMERICA EMERGING TECHNOLOGIES A Survey of Technical and Economic Opportunities Technology Administration U.S. Department of Commerce Spring 1990 CONTENTS page FOREWORD iii EXECUTIVE SUMMARY V Emerging Technologies and Markets vii U.S. versus Japan and the EC ix U.S. Report Card: Status 1989 xi U.S. Report Card: Trends xiii Opportunities for Government Leadership XV Opportunities for Government-Industry Coordination xvii Opportunities for Industry-Government Cooperation xix Opportunities for Industry Leadership Facilitated by the Government xxi REPORT ON EMERGING TECHNOLOGIES; A SURVEY OF TECHNICAL AND ECONOMIC OPPORTUNITIES 1 1. Purpose of the Report 3 2. Economic Importance of Emerging Technologies 5 3. The Emerging Technologies. 7 4. Emerging Technologies in the International Context 11 5. Opportunities for Change 15 6. Outlook 25 APPENDICES 27 A Detailed List of Emerging Technologies 29 B Comparison of the 1989 and 1987 DOC Emerging Technologies Reports 43 C Comparison of the Emerging Technologies with the Critical Technologies of the Department of Defense 45 D National Security Concerns 47 E Investment in R&D and Consortia by Japan, EC and U.S. 49 F Comparison of Industry Growth Rates 51 G Bibliography 53 LIST OF TABLES Table 1. The Emerging Technologies 9 Table 2. Past versus Present: The New Environment for Emerging Technologies 12 Table 3. Relative Standing in Emerging Technologies: U.S. versus Japan and EC 13 Table 4. Comparison of Emerging Technology Categories: Japan, EC and U.S. 14 Table 5. Opportunities for Change 15 I FOREWORD Emerging technologies have the potential to create a multitude of new products and services and to substantially advance productivity and quality. This report identifies 12 emerging technologies in four major categories that feature a combined U.S. market poten- tial of about $350 billion in annual product sales by the year 2000 and a world market approaching $1 trillion. If the United States takes maximum advantage of this economic potential of emerging technologies, further growth in the U.S. standard of living should result. However, competition from the world's other two economic power centers, Japan and the European Community (EC), is strong. If current trends continue, this study indi- cates that, before the year 2000, the United States could lag behind Japan in most emerging technologies and trail the EC in several of them. Based on knowledge of U.S. industry and overseas efforts, this report identifies 13 areas of opportunity for enhancing the likelihood of U.S. success in international competi- tion. Changes and actions in these and other areas could improve the climate for economic development of all emerging technologies, including future additions from the U.S. science base. The purpose of this report is to provide a source of information to be used by industry, labor, government and academe as programs and policies are developed to exploit new, emerging technologies. The report is not intended to set out a limited set of technologies which the government has pre-selected for support. Rather, it reflects the new interna- tional science and technology community's agenda of promising fields with large potential economic impact. I believe that the information this report contains will facilitate a continuing dialogue in order to maximize the benefits that we can derive, as a nation, from the opportunities offered by emerging technologies. The goals of such dialogue are refined views, additional information, and - most importantly - consensus on what is worth doing and what are the appropriate roles for industry, government, labor and academe. Assuring U.S. industries' global competitiveness is foremost among the benefits that would accrue from exploiting emerging technologies. In turn, our economic security is a prerequisite for a strong U.S. defense posture and for maintaining and advancing the well-being of every citizen. I en- courage your comments and suggestions on this important topic. Rhus Robert A. Mosbacher Secretary of Commerce iii EXECUTIVE SUMMARY This report identifies 12 emerging technologies that feature a combined U.S. market potential of $356 billion in annual product sales by the year 2000. The report discusses competition from the world's other two economic power centers, Japan and the European Community (EC). This study indicates that, if current trends continue, before the year 2000, the United States will lag behind Japan in most emerging technologies and will trail the EC in several of them. Based on contacts with U.S. industry and information about activities abroad, this report identifies 13 areas of opportunity for improving the climate for economic develop- ment of all emerging technologies. The purpose of this report is that of an information base to facilitate discussions between industry, government, labor and academia. In this role, the report should be viewed as a living document subject to revision, updates and expanded coverage, moving along with the process of national consensus formation. The following figures summarize the content of this document: Emerging Technologies and Markets is a tabulation of the emerging technologies together with their market potential. Twelve technologies are covered because they offer substantial economic benefits for U.S. industry by the year 2000. They are grouped into four major categories: Materials, Electronics and Information Systems, Manufacturing Systems, and Life Sciences Applications. The potential product markets are depicted in bar-graph-format: Annual sales in the U.S. market by the year 2000. Source: Technical knowledge of staff of the U.S. Department of Commerce, in particular scientists and engi- neers of the National Institute of Standards and Technology; based on interviews with U.S. international science, engineering, and industrial experts. U.S. Versus Japan and the European Community depicts the current standing and the trends observed for the major categories of emerging technologies. Trend lines show the comparison to the world's other great economic powers; the horizontal dividing line indicates parity. Concern about the U.S. position increases with the steepness of the drop of a trend line. The two associated tables entitled U.S. Report Card give a more detailed view of current status and trends in world competition for all 12 emerging technologies. Source: Compiled from the knowledge residing within the Department of Commerce, mostly from contribu- tors within the National Institute of Standards and Technology and the International Trade Administration. The four groupings of Opportunities tabulate 13 areas where actions could be de- fined and implemented toward improving the climate and capabilities for competitive eco- nomic development of all emerging technologies; these 13 areas are not meant to be comprehensive. The four groupings reflect varying degrees of government-industry inter- action. Source: Compiled from the knowledge residing within the Department of Commerce. V EMERGING TECHNOLOGIES AND MARKETS Annual Sales of $356 Billion in the U.S. by the Year 2000 $1B $10B $100B EMERGING MATERIALS Advanced Materials 150 Superconductors 5 EMERGING ELECTRONICS AND INFORMATION SYSTEMS Advanced Semiconductor Devices 75 Digital Imaging Technology 4 vii High-Density Data Storage 15 High-Performance Computing 50 Optoelectronics 4 EMERGING MANUFACTURING SYSTEMS Artificial Intelligence 5 Flexible Computer-Integrated 20 Manufacturing Sensor Technology 5 EMERGING LIFE-SCIENCES APPLICATIONS Biotechnology 15 Medical Devices and 8 Diagnostics U.S. VERSUS JAPAN AND THE EC U.S. Ahead U.S. Ahead Past NOW Future Past NOW Future 1980's 1990's 1980's 1990's Emerging Electronics and Emerging U.S. vs. Japan U.S. vs. EC Information Materials U.S. Behind U.S. Behind Systems ix R&D R&D New Products New Products U.S. Ahead U.S. Ahead Past NOW Future Past NOW Future 1980's 1990's 1980's 1990's Emerging Emerging Life - Manufacturing Sciences Systems U.S. Behind U.S. Behind Applications U.S. REPORT CARD: STATUS 1989 Versus Japan Versus Europe Advanced Materials Advanced Semiconductor Devices Behind Digital Imaging Technology Digital Imaging Technology High-Density Data Storage Optoelectronics Flexible Computer- Even Superconductors Integrated Manufacturing Superconductors Artificial Intelligence Advanced Materials Biotechnology Advanced Semiconductor Devices Flexible Computer- Artificial Intelligence Integrated Manufacturing Ahead Biotechnology High-Performance Computing High-Density Data Storage Medical Devices and Diagnostics High-Performance Computing Sensor Technology Medical Devices and Diagnostics Optoelectronics Sensor Technology U.S. REPORT CARD: TRENDS Versus Japan Versus Europe Advanced Materials Digital Imaging Technology Losing Badly Biotechnology Flexible Computer- Digital Imaging Technology Integrated Manufacturing Superconductors Advanced Semiconductor Devices High-Density Data Storage High-Performance Computing xiii Losing Medical Devices and Diagnostics Medical Devices and Diagnostics Optoelectronics Sensor Technology Advanced Materials Advanced Semiconductor Devices Artificial Intelligence Holding High-Density Data Storage Flexible Computer- Optoelectronics Integrated Manufacturing Sensor Technology Superconductors Artificial Intelligence Gaining Biotechnology High-Performance Computing OPPORTUNITIES FOR GOVERNMENT LEADERSHIP THE COST OF RESEARCH AND MARKET INTRODUCTION The Cost of Capital Determines the Business Horizon Especially for the Introduction of New Technology National Savings Rate Federal Budget Tax Laws EXPORT POLICY New Technologies Are the Strongest Assurance for Maintaining a Superior National Security Posture Speed of Approval Process Foreign Availability of Similar Products AX Re-Export Controls REGULATORY CONSTRAINTS New Products Require Evaluations of Their Impact on Health, Safety and Environment That Are Often Lengthy and Costly Streamlining Procedures and Harnessing Market Incentives Proper Balance of Protection Versus Economics Large Differences in Requirements Between Countries LAWS OF PRODUCT LIABILITY New Technologies and New Uses Create High Risks as Regards the Degree of Liability Exposure Limited Versus Unlimited Exposure Court Versus Out-of-Court Pathways Multiplicity of Laws Here and Abroad OPPORTUNITIES FOR GOVERNMENT-INDUSTRY COORDINATION ENGINEERING TRAINING AND EDUCATION Technology Requires Special Skills To Assure High Quality, Low Cost and Competitively Timed Market Entry Design Engineering Manufacturing Engineering Technology Management RESTRICTIVE FOREIGN TRADE PRACTICES To Varying Degrees, Countries Protect Their Home Market From Foreign Products Entry Barriers such as Tariffs and Licenses xvii Domestic Content and Preferential Buy Requirements Disregard for Intellectual Property and Non-Symmetrical Access to R&D PROTECTING INTELLECTUAL PROPERTY RIGHTS Businesses Rely on Intellectual Property Protection To Capture the Economic Benefits From Innovation Extended Duration of Protection Periods Adapt Protection to New Technologies International Incoherence of Rights and Rules OPPORTUNITIES FOR INDUSTRY-GOVERNMENT COOPERATION IMPROVING THE TECHNOLOGY INFRASTRUCTURE Efficiency in the Use of Technology Depends on the Availability of Generic Know-How, Information and Facilities Government Participation in Industrial Consortia Availability of Methods, References and Data Industry Access to Government Facilities PRODUCT AND INTERFACE STANDARDS International Standardization Provides Equity Between Buyers and Sellers in Different Countries Industry and Government Participation in Standards Committees U.S. Leadership in International Committees Promote International Consideration of U.S. Technical Advances DEPENDENCE ON DOMESTIC TECHNOLOGIES AND MARKETS The Size and Accessibility of the U.S. Market Make It Appear Like It is "The World" Rise to Product Challenges From Abroad Enhance Export Opportunities Put to Use Technology and Innovation From Abroad OPPORTUNITIES FOR INDUSTRY LEADERSHIP FACILITATED BY THE GOVERNMENT IMPROVING THE QUALITY OF PRODUCTS AND SERVICES Quality Has Become a Primary Factor in Global Competition Product Characteristics Customer Expectations Quality Through Process Design INTEGRATION OF R&D, DESIGN AND MANUFACTURING Organizational Integration Speeds Up Product Introduction, Lowers Its Cost, Improves Its Quality Market Strategy xxi Team Work and Process Orientation Computer (Information) Integration INDUSTRIAL COOPERATION Cooperation Between Firms Can Reduce Risks and Costs Shared Facilities and Projects Antitrust Legislation Vertical Linkages and Integration Report on EMERGING TECHNOLOGIES A Survey of Technical and Economic Opportunities 1. Purpose of the Report For most of the period following World War II, the United States was dominant internationally and nearly self-sufficient in science and technology. Our university, indus- try, and government laboratories were the sources of the ideas for new products and processes which were produced by American factories using American workers and equipment and financed by American investors. Although in some instances U.S.-based multinational corporations operated overseas, this was generally to be close to raw materi- als or markets and to take advantage of lower labor costs. Products generally were based on technologies developed in the United States. This dominance has eroded in recent years, and U.S. supremacy has been challenged. Many other countries have attained world-class capabilities in critical technologies and have focused on the timely commercialization of high-quality, cost-efficient products in the international marketplace. Many foreign governments have used subsidies and various other mechanisms to encourage development of specific advanced technologies and their commercial applications. To remain competitive in this rapidly evolving international economic community, U.S. industry must match these developments by increasing emphasis on research and development of new products and emerging technologies and then on product commer- cialization and market share. The purpose of this report is to provide a source of information to be used by industry, government and academia as programs and policies are developed to exploit new, emerg- ing technologies. The report is not intended to set out a limited set of technologies which the government has pre-selected for support. Rather, it reflects the new international sci- ence and technology community's agenda of promising fields with large potential eco- nomic impact. It provides (1) a list and brief description of emerging technologies anticipated to be of major economic importance by the year 2000; (2) a comparison of these technologies with those considered important by major international competitors; and (3) an outline of some opportunities for policies, practices, and procedures that would help U.S. industry to introduce and gain market share from emerging technologies more effectively. Specific recommendations for improvements can result only from extensive deliberations involving industry, academia, labor, and government. However, it is hoped that this document constitutes at least a partial agenda for further discussions. 3 2. Economic Importance of Emerging Technologies For purposes of this report, emerging technologies are broadly defined as follows: An emerging technology is one in which research has progressed far enough to indicate a high probability of technical success for new products and applications that might have substantial markets within approximately 10 years. In large developed economies such as the United States, economic growth requires that a substantial number of emerging technologies be under development simultaneously to diversify risk and broaden the future industrial base. Just as a mutual fund manager diversifies risk through a large portfolio of investments (expecting some failures), a country with a large diversified economy ought to take advantage of a large science base and rich technological resources to pursue development of as many emerging technologies as possi- ble; this would assure maximum flexibility to capture the economic benefits from those technologies which eventually prove successful in the global marketplace. This portfolio approach is a very different concept from the "targeted industry" strat- egy of some countries. In this approach, a few technologies or industries are singled out for intensive government support. Such a strategy might be appropriate for a developing country with limited technological resources, but it is probably not desirable for the United States. Industry and government strategies for developing and exploiting emerging technolo- gies depend to a great extent on assessments of the nature and magnitude of their economic potential. Emerging technologies must be viewed as having the potential to either create new products and industries with markets of substantial size, or provide large advances in productivity or in the quality of products produced by existing industries which supply large, important markets. Some emerging technologies-usually self-contained products, such as new medicines, or processes, such as x-ray lithography have important but focused impacts. Others substantially affect the economy by advancing the technical infrastructure or by improving the quality and efficiency of the manufacturing process. Examples are compo- nents of a computer-integrated manufacturing system, such as robots or machining centers or the factory control system itself. Emerging technologies are also important because they will drive the next generation of R&D and spin-off applications. When an industry uses a new technology to design or improve a product and successfully carries it to the commercial marketplace, that new or improved product becomes the starting point for development of the next generation of products or services. Hence, leadership in an emerging technology provides the basis to become a major player in developing or commercializing successive generations of break- throughs in that or a related technology. 5 In addition to their economic impact, their influence on next-stage technology and their relevance to national defense (Appendix C and D), emerging technologies affect social and political systems. Advances in computers and communications, for example, are changing work practices and the work environment itself; the removal of geographical limitations on work locations and the increased capability for communicating large quanti- ties of information have affected social and political behavior. 6 3. The Emerging Technologies Emerging technologies expected to be of economic importance by the year 2000 are listed in table 1. A more detailed explanation of what these technologies encompass, how they are rooted in science, and how they affect the markets is presented in Appendix A. Their potential impact on national defense is also presented in Appendix A by cross refer- ence to the 1989 DOD Critical Technologies Plan and summarized in Appendix C. Market estimates are solely intended to provide rough guidance and to indicate current perception of economic potential. The list of emerging technologies was generated using published material (see list of References), knowledge residing within the Department of Commerce which reflects strong interactions with U.S. industry and the international scientific and technical com- munity, and extensive iteration involving the many technical experts contributing to this report. The selected emerging technologies cover the full range from post-basic-research to post-early-commercialization. All entries are projected to have substantial economic impact and to exhibit rapid rates of technical progress. A comparison of this list to the 1987 report of the Department of Commerce¹ is given in Appendix B. These 12 emerging technologies can be aggregated² into four major categories: Emerging Materials Emerging Electronics and Information Systems Emerging Manufacturing Systems Emerging Life Sciences Applications Technologies in these four categories are likely to have not only substantial economic impact but also very large indirect infrastructure and social impact. Many also will have substantial national security impact. Furthermore, they each affect several industry sectors and a multitude of products, processes, and services.³ Finally, it must be noted that three of these categories already are being aggressively pursued by Japan and Europe (see table 4) with ambitious proposals to establish extensive programs in the fourth (Manufacturing Systems). 1 National Bureau of Standards Internal Report 87-3671, June 1987. 2 Several of these emerging technologies support more than one category; they were listed where they likely will make their primary beneficial contributions. 3 Most of the emerging technologies are also dependent on each other. For example, advances in materials, semiconductor devices, and computing affect nearly all of the other emerging technologies. 7 The emerging technologies of table 1 represent only a subset of all the critical and important technologies. Technologies that are still just scientific opportunities were not listed; also excluded were technologies which have already fully entered the marketplace. An example of the former is Nanotechnology. Although molecular manipulation, nano- lithography, and molecular electronics offer exciting prospects for extremely dense elec- tronics, custom-designed materials, and novel pharmaceuticals, unresolved scientific questions make market development by the year 2000 extremely unlikely. Among the important technologies with a well-established market are those expected to expand and/or restructure by the year 2000. These technologies will benefit not only from some of the emerging technologies but also, significantly, from the introduction of well-known technologies in use elsewhere. For these reasons, they are summarized below: Building Technology: Major development is now occurring in the areas of flexible and modular manufacturing, intelligent buildings, facilities diagnostics, construction quality assurance, use of new materials, and earthquake and geotechnical engineering. Buildings and other facilities are being equipped with sensors, data processors and actuators to mon- itor the environment and provide security, safety, air quality, thermal and lighting control, and dynamic structural response. Chemical Catalysis Technology: Approximately 20 percent of the U.S. gross national product is generated through the use of catalytic processes. Continuing development of catalysts with improved reactivity, selectivity, and stability will permit the manufacture of new materials, reduce the cost of existing products, and increase yields. Significant ad- vances are occurring in the areas of computer modeling of complex catalytic reactions, creation of catalysis designed at the molecular level, and highly specific catalysis that produces few undesirable reactions. Energy Technology: Environmentally acceptable and economically viable generation, control and transmission of electric power is a prerequisite for a technology-based society. New insulating materials, advanced instrumentation and sensors as well as modern com- puting and communication technologies will help assure efficient and reliable transmission systems. The depletion of resources, dependence on oil imports, and world environmental concerns (greenhouse effect) will be strong incentives towards the realization of both clean and ultra-safe nuclear power generation which will require full use of existing technolo- gies, many of the emerging technologies, and the development of new standards. Fire Safety Technology: Significant advances have been made in the area of polymer thermal degradation, advanced sensing and extinguishment techniques, and risk prediction, management, and control. These new abilities to predict and prevent fires cost-effectively have potentially very favorable economic and competitive consequences for a wide array of industries including not only the construction industry but also transportation, aircraft, plants and facilities. 8 Table 1. The Emerging Technologies EMERGING TECHNOLOGY MAJOR TECHNOLOGY ELEMENTS Emerging Materials Advanced Materials Structural and Functional Ceramics, Ceramic and Metal Matrix Composites, Intermetallic and Lightweight Alloys, Advanced Polymers, Surface-Modified Materials, Diamond Thin Films, Membranes, Biomaterials Superconductors High-Temperature Ceramic Conductors, Advanced Low-Temperature Conductors Emerging Electronics and Information Systems Advanced Semiconductor Devices Silicon, Compound Semiconductors (GaAs), ULSI, Memory Chips, X-ray Lithography Digital Imaging Technology High Definition Systems, HDTV, Large Displays, Data Compression, Image Processing High-Density Data Storage High-Density Magnetic Storage, Magneto-Optical Storage High-Performance Computing Modular/Transportable Software, Numerical Simulation, Neural Networks Optoelectronics Integrated Optical Circuitry, Optical Fibers, Optical Computing, Solid-State Lasers, Optical Sensors Emerging Manufacturing Systems Artificial Intelligence Intelligent Machines, Intelligent Processing of Materials and Chemicals, Expert Systems Flexible Computer-Integrated CAD, CAE, CALS, CAM, CIM, FMS, PDES, Manufacturing Integrated Control Architectures, Adaptive- Process Control Sensor Technology Active/Passive Sensors, Feedback and Process Control, Nondestructive Evaluation, Industrial and Atmospheric Environmental Monitoring & Control Emerging Life Sciences Applications Biotechnology Bioprocessing, Drug Design, Genetic Engineering, Bioelectronics Medical Devices and Diagnostics Cellular-Level Sensors, Medical Imaging, In-Vitro and In-Vivo Analysis, Targeted Pharmaceuticals, Fiber Optic Probes a An explanation of acronyms can be found in Appendix A. Source: Technical knowledge of staff of the U.S. Department of Commerce, in particular scientists and engi- neers of the National Institute of Standards and Technology; based on interviews with U.S. international science, engineering, and industrial experts. 9 Microwave Technology: Individual microwave components and antennas, and inte- grated systems containing these components are finding new and expanded applications in areas such as radar for robot vision, collision avoidance, and wind shear detection as well as communications for direct satellite broadcast, personal communications, and worldwide position determination. Further development of microwave technology strongly depends on advances in materials processing and the design and fabrication of integrated circuitry for very high frequencies. Radiation Processing Technology: Accelerators and radionuclide sources are being used in sterilization of foods and materials, curing of polymers (especially in the electronics industry), radiation-induced catalysis, and waste processing. Entirely new products with unique mechanical, electrical, and temperature resistance properties are possible. The use of toxic materials and heat is avoided when these approaches are substituted for conven- tional techniques. 10 4. Emerging Technologies in the International Context In today's global economy, a multitude of national economies interact with each other through trade. The role that governments have assumed in supporting research, technol- ogy, and its applications varies over a wide spectrum of activities (see also Appendix E). For example, in Japan, emphasis is placed on reducing ideas to practice; efforts are coordi- nated and sponsored by a variety of organizations, led by the Ministry of International Trade and Industry (MITI). The governments of the countries forming the European Community (EC) address issues across the board, ranging from basic research to prototype products with strong emphasis on full EC-wide coordination by 1992. The debate in the United States centers on to what degree, if any, should the United States deviate from the approach that has served its economy well in the past, i.e., the traditional focus of Govern- ment support of basic research, defense technology, and agency mission-oriented R&D. If foreign firms develop products based on emerging technologies faster and more effectively than U.S. companies, then the price, performance and quality of foreign prod- ucts may surpass U.S. offerings. In contrast, comparative success by U.S. firms in bringing emerging technologies to market will stimulate more and better quality jobs, increase exports, reduce imports, and contribute directly to material wealth. Not only will such success improve the U.S. civilian industrial base, but it will foster improved national secu- rity directly through dual-use technologies and indirectly by advancing the country's eco- nomic strength. Furthermore, it will enhance the ability of the United States to spawn the next generation of technology advances: the emerging technologies of the future. Table 2 summarizes the driving forces that have created the new competitive realities. Table 3 provides a summary of the relative standing of the United States, Japan, and the European Community in R&D and product introduction. The information contained in table 3 was compiled from the knowledge residing within the Department of Commerce, mostly from contributors within the International Trade Administration and the National Institute of Standards and Technology. Other experts and organizations might not agree with every detail of this information but it represents the best estimates based on the Department's extensive experience; further discussions are needed to refine our knowledge and to analyze the driving forces and causes for the status and trends depicted by table 3. Table 4 compares the categories of important emerging technologies made in this report, with those in Japan and the European Community. 11 Table 2. Past versus Present: The New Environment for Emerging Technologies Acceleration and globalization of the generation of technology: Today, technology is generated at an accelerating pace in many industrialized countries. Rapid infor- mation exchange and mobility of people often make new technical ideas quickly available on a global scale. It can no longer be taken for granted that the country originating a new idea will be the country most likely to reap its economic benefits. Differentials In the cost-of-capital: Higher interest rates, cultural practices, and tax laws combine to make the effective cost of capital funds for U.S. firms more than twice as high as for their Japanese competitors and substantially higher than for European firms. Globalization of Industries: Multinational corporations (based in the U.S. or abroad) decide what to produce and in which coun- try. These decisions are based on sophisticated analyses of the manufacturing costs and of the capabil- ities of modern laboratories and factories anywhere in the world. Integration of the manufacturing process: Japanese manufacturers have pioneered the integration of the manufacturing process which has re- sulted in substantial time savings in product introduction as well as in superior product quality. Research shows Japanese firms generally introduce manufactured products twice as fast as U.S. firms. Increased cost of prototype production: The complex, multidisciplinary nature of emerging technologies, as well as the need to establish special test and/or process facilities and demonstration projects, often makes it prohibitively expen- sive for even large corporations to go it alone. Investment requirements can exceed hundreds of millions of dollars. Expanded scope of benefits from emerging technologies: The potential benefits from an emerging technology easily transcend the scope (i.e. the product portfolio) of most, if not all, U.S. corporations. Thus, return on investment for an individual firm is either unattractive or, if adequate, misses out on opportunities to exploit applications in other indus- tries. Source: Compiled from the knowledge residing within the Department of Commerce, mostly from contribu- tors within the International Trade Administration and the National Institute of Standards and Technology. 12 Table 3. Relative Standing In Emerging Technologies: U.S. versus Japan and EC JAPAN EUROPEAN COMMUNITY Product Product R&D Introduction R&D Introduction Advanced Materials + G - Advanced Semiconductor Devices - ++> Artificial Intelligence + - + +1 + Biotechnology +1 + t +1 + Digital Imaging Technology - - Flexible Computer-Integrated +++ - +1 - Manufacturing High-Density Data Storage - + High-Performance Computing +++ +1 +1 + Medical Devices and Diagnostics +++ + + +1 Optoelectronics 04> - t + Sensor Technology + t - + 1 Superconductors Current Status: Trend: + = U.S. Ahead 1 = U.S. Gaining o = U.S. Even + = U.S. Holding } (as compared to Japan/EC) - = U.S. Behind = U.S. Losing Source: Compiled from the knowledge residing within the Department of Commerce, mostly from contribu- tors within the National Institute of Standards and Technology and the International Trade Administration. 13 Table 4. Comparlson of Emerging Technology Categories: Japan, EC and U.S. JAPAN EUROPEAN COMMUNITY U.S.° New Materials New Materials Emerging Materials Biotechnology Biotechnology Emerging Life Sciences Biomaterials Applications Software Engineering Information Technology Emerging Electronics and Electronics Information Systems - - Emerging Manufacturing Systems - Energy - a MITI White Paper, Trends and Future Tasks in Industrial Technologies. b First Report on the State of Science and Technology in Europe. c This report. 14 5. Opportunities for Change In this chapter many of the factors that affect emerging technologies are discussed. Together they form an environment that significantly influences the effectiveness and speed of new product or process introduction as well as the likelihood that significant shares of the global market can be attained and sustained. These phenomena are often thought of as barriers that must be overcome. This discussion concentrates on areas (sum- marized in table 5) where opportunities may be found to modify the environment so as to lower the generic barriers to the effective development and commercialization of emerging technologies. Appendix B compares this list to the 1987 DOC report (see footnote 1 on page 7). The factors identified are preliminary, based on initial thoughts, and do not cover all areas comprehensively. Table 5. Opportunities for Change The Cost of Research and Market Introduction Engineering Training and Education Integration of R&D, Design and Manufacturing Improving the Quality of Products and Services Improving the Technology Infrastructure Product and Interface Standards Dependence on Domestic Technologies and Markets Industrial Cooperation Protecting Intellectual Property Rights Laws of Product Liability Regulatory Constraints Export Policy Restrictive Foreign Trade Practices Source: Compiled from the knowledge residing within the Department of Commerce. The Cost of Research and Market Introduction Low capital cost can facilitate the development and commercialization of new prod- ucts in at least two ways. First, projects are less expensive, thus decreasing risk for large companies and making it easier for small enterprises to enter the market. Second, the required rate of return can be correspondingly smaller, and higher risk or longer term projects are much more likely to be undertaken. Such considerations would therefore encourage longer business horizons. 15 In the early stages of the R&D process, commercialization is an uncertain and rela- tively distant event, and thus the investment risk is relatively high. Although investments at this early stage can yield large payoffs, the rewards may be too far in the future to be acceptable, even though the generic technology often can be applied to a number of distinct markets. Once the generic technology is developed and applications begin to enter the marketplace, the time to payoff is reduced, but the cost may be larger for late entrants to the field who must first catch up in technical expertise. For example, generic ceramics technology may have applications in such diverse markets as automobile engines, medical implants, machine tools, optoelectronic devices, and electronic capacitors. It is very difficult to compare capital costs in different countries, and even the most sophisticated analyses are only estimates. Recent studies show, however, that capital costs in the United States are substantially higher than in some European countries and have been perhaps two to four times the costs in Japan. Prevailing interest rates play a funda- mental role in the cost of capital, especially for small entrepreneurial companies. These rates are influenced by many factors, including the size of the public-sector debt and the rate of individual savings. For larger firms, which may support research using income from other products, the impact of tax laws may be just as important. At a time when foreign countries continue to employ a variety of incentives to encourage the exploitation of emerging technologies, recent changes and uncertainties in the U.S. tax laws have had the effect of reducing the availability of funding for research and development by U.S. firms. The research and experimentation tax credit, for example, was originally enacted in 1981 with an expiration date of December 31, 1985. The credit, which has subsequently been extended repeatedly, is presently scheduled to expire on December 31, 1990. The Bush Administration is actively seeking to make the credit permanent. Since 1984 the business community has not known whether the R&D tax credit will continue from one year to the next, creating great uncertainty. This has undermined to some extent the original intent of the legislation, namely that the credit become a factor in encouraging U.S. business to engage in long-term planning for R&D. Engineering Training and Education Success in global competition depends upon the availability of a well-educated and highly skilled work force. It depends equally upon the effective management and motiva- tion of the work force. Design engineering, manufacturing engineering, and the manage- ment of technology are three areas of particular importance for the success of emerging technologies. 16 Design engineering involves an appreciation of the importance of the relationship between design and productivity. Designing for manufacturability is very important to assure product quality and cost-effective production. Furthermore, everyone connected to a product manufacturing line plays an important role in feeding information on the manu- facturing process back to the designers. These concepts are key ingredients in productivity improvement and are widely practiced particularly by Japan. Manufacturing engineering requires a full appreciation of the interdisciplinary nature of modern production methods. Accordingly, manufacturing engineers are trained in a broad program with contributions from many disciplines. Decades ago, American engi- neering schools moved away from the curriculum of engineering practice into a curricu- lum of engineering sciences. This resulted in a shortage of adequately trained manufacturing engineers; current emphasis is on reversing this situation. Management of technology requires a broadly based, generalist engineer/business graduate to create an integrated, interdisciplinary team approach to the manufacturing enterprise. The required skills span fields such as basic engineering concepts, business knowledge, systems analysis, operations research, and computing. If this need is to be met by new graduates, it may take many years before they could expect to have a substantial impact in industry. Therefore, a good understanding of technical factors by existing man- agers is very important. It is also important to transmit the knowledge base on management technology from industrial and governmental organizations to the schools. Integration of R&D, Design, and Manufacturing In the current global competitive market, rapid transformation of emerging technolo- gies and product improvements into commercial products is critical, but this transforma- tion is often hampered by inadequate integration of R&D, design, production, and marketing. With tighter integration, Japanese firms often can transform an emerging tech- nology into a commercial product twice as fast as U.S. firms. Integration removes formal barriers between R&D, design, manufacturing, and mar- keting. Each phase is continuously alert for problems that might be encountered in later stages. In its ultimate realization, research, development, design, prototype production, and marketing progress nearly simultaneously. Integration, including concepts such as concurrent engineering, total quality, and just- in-time production, require new tools to manage and disseminate information within an organization. Information about all aspects of the manufacturing process must be made readily available to everyone involved in production. Technology itself, in the form of advanced computer systems and new concepts in information management, has proven to be an effective facilitator. 17 Improving the Quality of Products and Services Poor product quality often results from decisions and actions that preceded actual production, particularly in the design phase or in purchasing parts and materials. Improve- ments in the quality of the finished product must, therefore, focus on all aspects of the production process, with special emphasis on the early design phases and on sensing and process control. Adequate attention in these early stages may also lessen the time needed to produce a commercial product. Being first to market is not enough if the quality of the product is inadequate, especially if higher quality products also enter the market. Beyond the many definitions of quality for performance, appearance, reliability, after- sale service, form, fit, and function, quality ultimately refers to how well customers' expec- tations are met in a competitive environment. This definition implies that there can never be an absolute determination of product quality; it has to be evaluated in terms of other products and the expectations of the user. This evaluation is especially important for a product sold on the international market because the preferences and expectations of users may vary from country to country. In 1987 the United States took a major step to focus attention on the importance of excellence in quality management by establishing the Mal- colm Baldrige National Quality Award. Since 1988, five U.S. companies have received this award from the President of the United States. In other countries, most notably Japan, techniques and processes for achieving consis- tently high quality have progressed much more rapidly and have been more widely adopted than in the United States. In contrast to the Japanese method of incorporating quality control in all phases of the design and manufacturing process, U.S. firms (and the U.S. government) often limit quality control to "inspecting quality in." Thus there is often no incentive for suppliers to invest in advanced, comprehensive methods. Improving the Technology Infrastructure The technology infrastructure consists of the science, engineering, and other technical resources that private industry needs to produce and market products and services compet- itively. For example, industry draws upon externally provided generic technologies, tech- nical information, and research and test facilities. In many cases, the development of an emerging technology by industry can be accel- erated by joint efforts which may involve government laboratories, universities, and uni- versity research centers. These joint efforts are especially important in addressing elements of the generic technology where no single industry has the resources or the focus to undertake the research and where underinvestment in the generic technology would other- wise result. Other important aspects of the technology infrastructure are methods that enhance the productivity of both the R&D and production phases and the efficiency of market development. They include measurement and test methods, interface standards, quality assurance models and methods, critically evaluated reference data and research, other technical and economic data, and test facilities. Increased use of capital-intensive research and test facilities, for which industry pays only the operating costs, would greatly facilitate research and product development. 18 Product and Interface Standards Standards play an essential role in domestic commerce and international trade by providing written descriptions of products or services that can be used in transactions to assure equity between buyers and sellers. Increasing worldwide emphasis on the develop- ment and adoption of international standards by national standards organizations and gov- ernmental bodies has the potential to reduce protectionism. It is, therefore, vital to promote free-trade concepts in international arenas, especially for newly emerging tech- nologies. Influence on the international standardization process can be exerted best by strong participation in domestic standards committees and technical advisory groups to interna- tional committees and by concentrated efforts to maintain a vigorous presence in interna- tional fora especially holding secretariats in international committees and working groups. One of the major impacts of EC 1992, the European Community's agreement to establish a single internal market by the end of 1992, will be European adoption of interna- tional standards, where available. This policy underscores the need to have good interna- tional standards in place early on. Lacking them, the European regional standards organizations, CEN and CENELEC, will develop their own standards to implement EC directives. The United States, lacking the right to participate in the European regional bodies, will have to promote European consideration of U.S. technical advances. Simi- larly, to the degree the United States works closely with developing countries, the promul- gation of standards compatible with those in the United States will be encouraged. Dependence on Domestic Technologies and Markets The size and ready availability of the U.S. market to new products and services often results in a complacent attitude in domestic companies, which do not fully appreciate the need for competing with foreign firms. Especially in emerging technologies, where en- trepreneurial (often small) firms dominate, a narrow focus on the U.S. market can prove to be a costly mistake. American companies, separately and in joint ventures, increasingly should seek export opportunities abroad and anticipate challenges in the United States from new foreign competitors. A special challenge lies in overcoming the mind set of technical and management staff, which has often been called the "not invented here" syndrome. More aggressive pursuit of technology developed overseas is imperative for U.S. industry to exploit the emerging technologies. An increased awareness and acceptance of technological innovation occur- ring abroad would help U.S. industry to design and manufacture advanced products and use the most modern processes. New legislation and international agreements have paved the way for improved U.S. access to foreign government supported R&D. Industrial Cooperation Cooperative arrangements among nonaffiliated firms in the private sector are often essential for successful technological innovation and commercialization. For some tech- 19 nologies, cooperative efforts may be the only way of reducing the risk of developing innovative product options. The required facilities are expensive to build and will only become available to many U.S. firms if they are able to share the cost and risk of design and construction. The substantive principles of U.S. antitrust law have generally been regarded as rea- sonable and as supporting efficient industry activity and low prices for goods and services. Also, through increasingly sophisticated analysis, U.S. antitrust enforcement agencies and courts have improved in their ability to differentiate between anticompetitive and benign business arrangements. However, for U.S. firms in particular, uncertainty about the appli- cability of the antitrust laws to such arrangements may chill a significant amount of poten- tially beneficial industry activity. The antitrust legal process is extremely lengthy and expensive, and business uncertainty as to its outcome remains a significant problem. Traditional approaches to reducing antitrust uncertainty include issuance by the Jus- tice Department of "business review letters," which indicate that agency's enforcement intentions with respect to particular proposed conduct. More recently, enforcement guide- lines have been issued, and laws to provide clarity or "safe harbors" in specific areas have been proposed by the Executive Branch and passed by the Congress. Key enactments were the Export Trading Company Act and the National Cooperative Research Act. The Bush Administration is seeking to reduce antitrust uncertainty in the especially important area of industry cooperation in the production of goods. It proposes to broaden the National Cooperative Research Act to cover joint production ventures in addition to the joint R&D ventures presently covered by that Act. Joint production ventures regis- tered under the provisions of this legislation would be protected against treble damages in private suits. They would also be assured that their arrangements cannot be judged per se illegal, but will instead be evaluated under a "rule of reason" framework which is sensitive to actual, rather than presumed, competitive effects. Regardless of legislative restrictions, cooperative ventures in the United States are less common than in other industrial countries (Appendix E). To some extent this is a result of custom and attitude. For example, instead of working together, domestic firms often push to have their own solutions accepted as a national standard because this strategy will often confer a short-term advantage in the domestic market. Such a strategy might not be opti- mal in the longer term, however, because it increases the vulnerability of domestic produc- ers to foreign competition. There also may be advantages in vertical linkages between a producer and its suppliers and customers. Such agreements might violate restraint-of-trade laws under certain cir- cumstances. These vertical linkages can be conduits for technological innovation and are often exploited by foreign industry; it is less common for U.S. companies to do so. The strong working relationship between U.S. airplane manufacturers and commercial airlines is an exception and demonstrates the power of such relationships. Customer demand for advances in speed, payload, fuel efficiency, and range encouraged manufacturers to de- velop new airfoil designs, materials, engines, and wide-bodied airplanes. 20 Vertical linkages may have other advantages as well. U.S. producers (e.g., of semicon- ductors) are often relatively small, highly entrepreneurial, individual companies. Many lack the financial strength to fund expensive product development projects and to tide them over during cyclical downturns in the business cycle. Others must raise short-term capital by licensing new technology to other companies that often then become competi- tors. Their Japanese counterparts, on the other hand, are large, diversified, and vertically integrated. They can afford to be much more patient, to take a longer term view of the development cycle, and to give support to other segments of the company. The down- stream product lines of the company also provide a stable internal market for the new products and feedback on outside consumer demand. Furthermore, Japan is well positioned to capture the significant "economies of scope," or the multiple applications of emerging technologies, because of the way Japanese indus- try is organized. Extensive interindustry and interfirm cooperative relationships, including vertically integrated networks under common control, allow the introduction of new ma- terials and components simultaneously in many different applications and markets. Protecting Intellectual Property Rights U.S. businesses rely upon strong intellectual property protection to realize the benefits of emerging technologies. In fact, the rate of development of emerging technologies may well depend upon patents as security for R&D and marketing investment and upon trade- marks to build and protect reputations for quality. Barriers exist where laws, regulations, or enforcement procedures are inadequate. When innovation is neither rewarded nor en- couraged, markets are either forfeited, left untapped, or are underdeveloped. Examples of domestic barriers include (1) the inadequacy of the statutory 17-year patent term for certain agricultural and pharmaceutical products subject to extensive pre- market testing, (2) the uncertain rules concerning the protection of software, (3) the diffi- culty in patenting biological inventions (plants and animals), and (4) the absence of effective protection for process patent holders against imports of products made abroad illegally using the patented process. The Omnibus Trade and Competitiveness Act of 1988 directs the U.S. Trade Repre- sentative to identify those foreign countries that deny adequate and effective protection of intellectual property rights to U.S. firms or that deny fair and equitable market access to U.S. firms relying on intellectual property protection. This would include, for example, a nation's outright appropriation of foreign-owned technologies or of creative and artistic works. Other problems include the needs for international harmonization of patent laws and for measures to address counterfeiting, piracy, and the protection of industrial prop- erty. Laws of Product Liability It is important to evaluate the effect that U.S. product liability and tort laws have on innovation, emerging technologies, and the general ability of domestic companies to com- 21 pete in the international market. In particular, the following issues have often been cited: The U.S. has a patchwork of 50 different sets of State laws on product liability. Cases based on similar facts, but tried in different States, can produce strikingly different and contradictory results. The transaction costs for all parties involved in litigation are enormous. The costs of insurance for product-liability-related protection are particularly high. The Bush Administration has announced an initiative to seek significant reform of the product liability system. The Administration has placed its strong support behind biparti- san product liability legislation. The Administration will develop additional reform provi- sions including fault-based manufacturer defenses to liability ("state-of-the-art defense"), limits on punitive damages, extension of the limit on joint and several liability, and a time limit that a product is subject to liability. The purpose of the Administration initiative is to help preserve the U.S. competitive posture, while at the same time safeguarding consumer interests. Regulatory Constraints Government regulations significantly affect the vast majority of new technologies and products. Somewhere in the cycle of research and development, production and market- ing, most new products will face testing, evaluation or approval for health, safety or environmental reasons. The processes by which products are developed are equally regu- lated-from traditional operations like the mining, transporting and smelting of ores to "gene-splicing" or the irradiation of foods. Federal regulations alone impose costs of over $100 billion annually on the U.S. economy. Our stringent health, safety and environmental standards entail unusually high costs which must be reflected in the prices charged for U.S. goods and services. Regula- tory costs and uncertainties sometimes deter investment in regulated activities, which can mean reduced innovation and slower productivity growth. Smaller-scale businesses in highly competitive industries are especially disadvantaged by regulatory burdens. The international competitive effects of regulation are difficult to measure because they tend to be masked by externalities such as shifts in currency values, foreign govern- ment subsidies, and dumping. Recent studies appear to demonstrate that regulatory costs significantly affect capital formation. Continuing the regulatory reform policies of the previous Administration, the Bush Administration is committed to reducing regulatory burdens and costs on industry wherever possible without endangering health, safety, or the environment. To that end, particular stress is being placed on streamlining regulatory procedures and harnessing market incentives to serve regulatory goals. 22 Export Policy U.S. exports are controlled for national security purposes. Such controls do not serve their intended purpose if they inhibit the sale of goods and technology that are no longer strategic or are available from foreign competitors. Unnecessary restrictions have three effects: First, the controls significantly limit U.S. industry's access to foreign markets. Even if such access is not precluded, the cost of doing business in those markets is increased. Second, the U.S. Government exercising control over the re-export of foreign products incorporating U.S. parts and components has led a number of foreign manufacturers to redesign their products so that they do not contain U.S. components. Third, limiting sales to the domestic market reduces the profitability and increases the cost of the product. In the long run, this contributes to the erosion of the industrial base for defense-related products. There are currently two export control processes that relate to security interests of the United States. Products that are weapons systems, or primarily of military use, are in- cluded on the Munitions List provided for in the Arms Export Control Act (AECA) and issued by the State Department's Office of Munitions Control (OMC). The Department of State, in consultation with the Department of Defense, reviews license applications for exporting such goods. Dual-use items are placed on the Commodity Control List requested by the Export Administration Act (EAA); the review process for license applications is administered by the Commerce Department, which can consult with DOD. The EAA generally stipulates that an export license not be required for reasons of national security, for a product if there are similar products of comparable quality available on the international market from foreign sources in quantities sufficient to render the U.S. control ineffective. The AECA, however, contains no such "foreign availability" clause, and industry often finds export license applications rejected only to see a potential cus- tomer turn to an alternative foreign supplier, thereby hurting the U.S. competitive posture in the world market. In addition to these national security controls, some U.S. exports are controlled by the Commerce Department for foreign policy reasons, such as nonproliferation (nuclear, mis- sile, chemical weapons precursors), anti-apartheid, and anti-terrorism. These controls are imposed to achieve U.S. objectives to distance the United States from objectionable activ- ities of certain governments or to support international agreements with other nations. Unlike national security controls, foreign policy controls are not automatically removed due to foreign availability, although it is taken into consideration. The Omnibus Trade and Competitiveness Act of 1988 made some very substantive changes in the Export Administration Act. One change virtually eliminates re-export con- trols on foreign products which contain less than 25 percent U.S. parts and components, and on all products being re-exported into COCOM countries. (COCOM = Coordinating Committee consisting of the U.S., Canada, a number of Western European countries, Australia, and Japan.) Another provision of the act eliminated U.S. licensing authority 23 over many products exported to a COCOM country. Since COCOM destinations repre- sent a large market for U.S. firms, the reduction in licensing burden will be dramatic. Further study of export policy may be appropriate after the effects of these changes in the law become clearer. Restrictive Foreign Trade Practices Restrictive trade practices take many forms-laws, regulations, and practices-with - the objective of protecting a home market from foreign products. The following are some of the more frequently encountered practices: Tariffs and other import duties designed to protect a foreign country's domestic market rather than to raise revenues. Import licensing intended only to create uncertainty, delays, and discrimination for imported products. Procurement policies by foreign governments; e.g., requirements to buy pref- erentially national products. Export subsidies programs. Local or domestic content requirements (e.g., rules of origin) that prevent the import of new products. Nonsymmetrical access to government supported R&D. Market reserve policies that designate certain markets for domestic products only. Disregard of intellectual property rights by foreign governments which under- mines the ability to exploit markets with new products. Although most actions are sponsored by governments, business practice and social mores also may be significant. If they differ from those of the United States, they may act as significant trade barriers, especially if they are institutionalized. Emerging technologies are a particularly easy target because markets are not yet fully established and the protect- ing country thus has little to lose by erecting barriers to the introduction of new products. 24 6. Outlook Emerging technologies offer the potential for substantial economic benefits. The eco- nomic growth of many nations, especially that of the United States, has been based on the development and successful introduction of emerging technologies (Appendix F). Lately, U.S. industry has been unsuccessful in capturing the majority of benefits from emerging technologies; at the same time, U.S. trading partners have demonstrated substantial eco- nomic growth through the marketing of products based on U.S.-developed technologies. As a result, the present outlook for the success of U.S. high-technology industry in the global marketplace is of concern to many. This issue is receiving attention at the highest levels in industry, academia, and government.¹ A number of conferences, studies, and reports on this subject have generated considerable material but consensus on actions has not been reached as yet. Nevertheless, there appears to be a strong interest in taking action to improve U.S. competitiveness. This report is intended to facilitate this process. New strategies can best emerge from a continuing dialogue among representatives from industry, labor, academia, and government. It is hoped that the information this report contains will serve to stimu- late and assist in this dialogue. An in-depth exchange of ideas and information between all segments of our economic and technical community is a prerequisite for developing con- certed actions. Actions are needed to maximize the benefits that we can derive, as a nation, from the opportunities offered by emerging technologies. If we succeed in stimulating improved competitiveness, then the outlook is good because this country remains strong in the generation of new science and technology options. 1 Current administration policy supports a Federal role in fostering and promoting R&D related to civilian technologies that may have major impact on the U.S. economy and its international competitiveness. As an illustration of this policy, the National Action Plan on Superconductivity Research and Development, prepared by the White House's Executive Office of the President, December 1989, states, "Superconductivity, along with other enabling technologies. will not be industry specific and, thus, warrants assistance where feasible and appropriate from the Government. The multidisciplinary nature of the technology and the fact that the benefits from commercialization will accrue over such a long term make it difficult for individual firms to justify capitalizing the basic R&D expenses for commercialization With fierce international competition, time will be critical in transferring the technology into marketable products The vertically integrated industrial entities that can spread the costs of R&D investments have a strategic advantage in capturing future markets." 25 APPENDICES A Detailed List of Emerging Technologies B Comparison of the 1990 and 1987 DOC Emerging Technologies Reports C Comparison of the Emerging Technologies with the Critical Technologies of the Department of Defense D National Security Concerns E Investment in R&D and Consortia by Japan, EC and U.S. F Comparison of Industry Growth Rates G Bibliography 27 Appendix A Detailed List of Emerging Technologies The following pages, one for each emerging technology, give more detailed technical and market information on the technologies. The name selected for each of the emerging technologies is one in general use, which is recognizable by the informed public. The specific item headings and their contents are of a more technical nature and are briefly described below. Major Technology Elements: A listing of the more specific technology areas that describe the emerging technology. In most cases, more than one area is listed for each emerging technology since the advances tend to occur in several narrow fields at the same time. What It Is: A brief nontechnical description of the emerging technology and its importance. Underlying Sciences: A listing of the specific scientific or engineering competencies felt to be of critical importance for the development and marketing of products based on the emerging technology. Capability in the basic scientific areas, such as physics, chemistry, materials science, computer science, and engineering, is obvi- ously required for all of the emerging technologies. Engineering Barriers: A listing of those technical impediments that must be eliminated or circumvented before products can be marketed based on the emerging technology. What Is New or Better: The specific improvements in processes, procedures, devices, or products that result from the introduc- tion of the emerging technology. Impact on What Products or Processes: A listing of product and/or manufacturing areas that will directly benefit from the emerging technology. Likely Markets or Industries: A listing of those major market areas that will directly benefit from the emerging technology. DOD Critical Technologies Comparlson: A listing of the DOD Critical Technologies thought to benefit directly by the development of the emerging technology. Using the DOD sequence numbering, the DOD list is taken from the Department of Defense Critical Technologies Plan (see Bibliography). This comparison is summarized in Appendix C. Annual Sales by Year 2000: An estimate of the total U.S. and world market size directly resulting from the emerging technology. The figures are taken from published studies, if a specific market study is available, and the reference given. If a market study does not exist, estimates were developed as follows: the U.S. Department of Labor Projections 2000 (Bulletin 2302, March 1988) was used as the source for a projected U.S. market size in the year 2000, medium estimate, at the 4-digit SIC code level. An adjustment to this projection was made by an estimate of the fraction of the total market resulting from the specific emerging technology. 29 ADVANCED MATERIALS Major Technology Elements: Structural and Functional Ceramics, Ceramic and Metal Matrix Composites, Inter- metallic and Lightweight Alloys, Advanced Polymers, Surface-Modified Materials, Diamond Thin Films, Membranes, Biomaterials. What It Is: Advanced metals and alloys, ceramic and polymeric materials, and composites of these constituents used to produce devices and structures having improved perfor- mance characteristics and special functional attributes. Underlying Science: Solid-state physics and chemistry, interface and surface science, mechanics, fluid dy- namics. Engineering Barriers: Rapid and reliable processing methods are needed; complex failure mechanisms need to be understood and related to processing and service-produced microstructures. What Is New or Better: Improved functional and structural properties like high-temperature strength, creep resistance, and corrosion resistance for ceramics and intermetallic alloys; composites offer high strength and stiffness combined with low weight, corrosion resistance, high dimensional stability; technology for controlling composition and processing that al- lows "designed in" properties. Impact on What Products or Processes: Devices and structures used at very high temperatures or special service applications; aircraft, aerospace, transportation, electronics, construction, wear resistant items. Likely Markets and Industries: Aerospace, construction, engines, electronics, manufacturing, energy. DOD Critical Technologies Comparison: 20. High-Temperature/High-Strength/Lightweight Composite Materials Annual Sales by Year 2000: U.S.: $150B World: $400B 30 ADVANCED SEMICONDUCTOR DEVICES Major Technology Elements: Silicon, Compound Semiconductors (GaAs), ULSI, Memory Chips, X-ray Lithogra- phy. What It Is: Improved materials, fabrication techniques, and advanced components and devices for use in electronic equipment of all kinds. Underlying Science: Solid-state physics and chemistry, surface and separation science, electrical and elec- tronics engineering, electrical properties of materials. Optical, x-ray, ion-beam fabrica- tion methods. Engineering Barriers: Difficulties in manufacturing at high volume, yield and quality but low cost. Must control contaminants and prepare high-purity gases and liquids. What Is New or Better: Improved speed, higher operating frequencies, reduced size, higher density, and mul- tiple functions, lower cost, heat dissipation. Impact on What Products or Processes: Integrated circuits, smart power transistors, semiconductor materials, micromachines, solar cells, memory chips, microprocessors. Likely Markets and Industries: Electronics, television manufacturing, communications, computers, recording devices, medical and manufacturing equipment, toys and tools, aerospace-any area which requires significant use of electronics. DOD Critical Technologies Comparison: 1. Microelectronic Circuits and Their Fabrication. 2. Preparation of Gallium Arsenide (GaAs) and Other Compound Semiconductors. Annual Sales by Year 2000: U.S.: $75B World: $200B ULSI = Ultra large-scale integration GaAs = gallium arsenide 31 ARTIFICIAL INTELLIGENCE Major Technology Elements: Intelligent Machines, Intelligent Processing of Materials and Chemicals, Expert Sys- tems. What It Is: Electronic and electromechanical systems incorporating knowledge-based control systems. Underlying Science: Data structures, data management systems, software engineering, servo engineering, biological and cognitive sciences and engineering, numerical analysis, statistical physics. Engineering Barriers: Size of databases, computational speed, lack of formal tools for knowledge representa- tion. What Is New or Better: Improved performance over current systems which are at most capable of a limited number of responses to events fully anticipated in advance. Improved graphical repre- sentation of results. Impact on What Products or Processes: Manufacturing of machine tools, robots, construction equipment. Materials and chem- ical processing; computer-aided design; signal and image processing. Analysis of med- ical tests or symptoms. Likely Markets and Industries: Manufacturing, mining, security, health care, construction, materials processing, com- munication and financial services. DOD Critical Technologies Comparison: 5. Machine Intelligence/Robotics 9. Sensitive Radars 11. Automatic Target Recognition 13. Data Fusion Annual Sales by Year 2000: U.S.: $5B World: $12B 32 BIOTECHNOLOGY Major Technology Elements: Bioprocessing, Drug Design, Genetic Engineering, Bioelectronics. What It Is: Production of high value-added biological products on a commercial scale. Modify the genetic machinery of living cells to produce useful biochemicals. Underlying Science: Genetic engineering, molecular biology, chemical engineering, biochemistry, bio- physics. Engineering Barriers: Difficulty in controlling processes in large-scale bioreactors and making economical large-scale separations. Lack of measurement tools, data and knowledge to control cellular processes and to elucidate protein structure/function relationships for intelli- gent product and process design. What Is New or Better: Biosensors for on-line, real-time control; new and efficient separation and purification methods. New or better techniques to produce natural and/or new biochemicals; more efficient bioprocesses. Impact on What Products or Processes: Production of high value-added chemical products and new engineered chemicals. Likely Markets and Industries: Pharmaceutical and related products; foods, flavors, and fragrances; agrichemicals, commodities and fuels, pollution abatement. DOD Critical Technologies Comparison: 22. Biotechnology Materials and Processing Annual Sales by Year 2000: U.S.: $15-40B (1989 U.S. Industrial Outlook, DOC, Jan. 1989) World: $40B 33 DIGITAL IMAGING TECHNOLOGY Major Technology Elements: High Definition Systems, HDTV, Large Displays, Data Compression, Image Process- ing. What It Is: Use of digital technology to store, display, process, analyze and transmit images. Underlying Science: Electronics, artificial intelligence, communications engineering, surface science, solid state physics and chemistry. Engineering Barriers: Large, high-resolution (flat) displays, storage requirements for digital information, effective utilization of bandwidth, computer speed and memory, ability to recognize characteristic features in complex images. What Is New or Better: Advances in digital cameras, high-volume information storage and retrieval, high- speed computing (including parallel processing), higher resolution video display. Impact on What Products or Processes: Industrial processes in which the human eye or other detectors are used for inspection and monitoring, photography, printing, television, computer manufacture, process control systems, telecommunications. Likely Markets and Industries: Electronics, computers, process control and inspection, medical diagnostics, con- sumer electronics, telecommunications, broadcast television, satellite broadcast, data storage, defense industries, nondestructive inspection and evaluation. DOD Critical Technologies Comparison: 9. Sensitive Radars 11. Automatic Target Recognition Annual Sales by Year 2000: U.S.: $3.3-4.3B (1989 estimate by the American Electronics Association) World: $5B HDTV = high-definition television 34 FLEXIBLE COMPUTER-INTEGRATED MANUFACTURING Major Technology Elements: CAD, CAE, CALS, CAM, CIM, FMS, PDES, Control Architectures, Adaptive- Process Control. What It Is: A new approach to manufacturing and construction requiring not only technology but management and engineering adjustments. Use of computers, robots, and intelligent machines in the total manufacturing and construction enterprise. Integration of both the materials handling and processing systems as well as the planning, logistics, and business systems. Underlying Science: Control theory; operations research; electrical, mechanical, manufacturing, and indus- trial engineering; business and management science. Engineering Barriers: Need for data structures to describe product and process. Concurrent engineering to integrate design and manufacture. More reliable machines, automated process plan- ning, "smarter" robots, more accurate and inexpensive sensors. What Is New or Better: Reduce cost and time to manufacture, improve quality; permit competition by scope and variety of product line; reduce inventory, manufacture to order rather than to plan. Impact on What Products or Processes: Manufacturing discrete and batch parts; economical small lot manufacture; continuous and adaptive processes; chemicals, pharmaceuticals, steel, paper, textiles; residential and commercial construction, public works. Likely Markets and Industries: High-tech manufacturing, automotive, construction, home appliance, computers, of- fice machines, machine tools, aerospace. DOD Critical Technologies Comparison: 5. Machine Intelligence/Robotics Annual Sales by Year 2000: U.S.: $10-20B World: $20-40B CAD = computer-aided design CAE = computer-aided engineering CALS = computer-aided logistics support CAM = computer-aided manufacturing CIM = computer-integrated manufacturing FMS = flexible manufacturing systems PDES = product data exchange specification 35 HIGH-DENSITY DATA STORAGE Major Technology Elements: High-Density Magnetic Storage (including perpendicular recording), Magneto- Optical Storage. What It Is: Erasable (read/write) data storage offering several orders of magnitude improvement in information storage density. Underlying Science: Optical physics, surface science, magnetics, solid-state physics, mechanical engineer- ing, fluid dynamics (aerodynamics). Engineering Barriers: Magnetic disk and tape: interaction between read-write head and magnetic media sur- face; crosstalk; size of information cells (domains); flatness (of disks); error detection. Magneto-optical disk: mass of read head that slows access time; relaxation effects; spacing of tracks; tracking; size of information cells. What Is New or Better: Magnetic disks with thin-layer technology: steady increases in information density (dou- bles about every 3 years); reduced access time (mean time to get to data from random location on disk or tape). Magneto-optical disks: Very high information densities; reduced danger of contact with storage media and lower cleanliness requirement offer potential of high reliability and provide removable media. Impact on What Products or Processes: Data storage devices, home and studio audio and video, computers, communications, television, consumer cameras (with magnetic disks instead of film), office information storage systems. Information now stored on paper and film. Likely Markets and Industries: Computers (super to PC), office equipment, recording systems, cameras. DOD Critical Technologies Comparison: 7. Integrated optics Annual Sales by Year 2000: U.S.: $15B-100B (Note: The larger estimate of $100B assumes that a World: $30B significant portion of the paper and microfilm market is captured.) 36 HIGH-PERFORMANCE COMPUTING Major Technology Elements: Modular/Transportable Software, Numerical Simulation, Neural Networks. What It Is: Design and development of architectures for rapid and efficient processing; develop- ment of ways to program large systems to perform complex tasks. Underlying Science: Software engineering, microelectronics, optoelectronics, data structures and al- gorithms, numeric and symbolic methods, computational science and technology. Engineering Barriers: Reliability, accuracy, and automated development are deficient. Software is difficult to specify and to design; development is costly and time consuming, and it is difficult to test for failures that might occur during use. What Is New or Better: High-performance computers can address large problems of numerical and scientific computing such as weather forecasting, hydrodynamics, aerodynamics, weapons re- search, prototyping of products and facilities, and high-energy physics. Impact on What Products or Processes: Computer and communications systems of all sizes, networking, word processing, information retrieval and distribution, database management, manufacturing pro- cesses, engineering design, science, research and development in all fields. Likely Markets and Industries: Manufacturing, business, service industries, research organizations, product, process, plant prototyping. DOD Critical Technologies Comparison: 3. Software Producibility 4. Parallel Computer Architectures 6. Simulation and Modeling 13. Data Fusion 15. Computational Fluid Dynamics Annual Sales by Year 2000: U.S.: $50-100B World: $100B 37 MEDICAL DEVICES AND DIAGNOSTICS Major Technology Elements: Cellular-Level Sensors, Medical Imaging, In-Vitro and In-Vivo Analysis, Targeted Pharmaceuticals, Fiber Optic Probes. What It Is: Health-care diagnosis and treatment equipment and supplies based on new sensors, biotechnology processes and imaging devices. Underlying Science: Immunology, microbiology, biology, electronics engineering. Engineering Barriers: Need to design instruments with little or no invasion of the human body. Cellular level devices and diagnostics will require miniaturization, capabilities not presently avail- able. What Is New or Better: The capability to detect and understand defects at cellular level. Opportunity to har- ness biomolecules as sensitive probes. Minimize trauma during treatment and diag- noses. Improved diagnostic and therapeutic systems. Impact on What Products or Processes: Diagnostics and treatment equipment, health-care products, including diagnostic in- strumentation such as magnetic resonance imaging and CAT scanning, clinical analyz- ers, radiation treatment. Likely Markets and Industries: Health-care, instrumentation, pharmaceutical, medicine. DOD Critical Technologies Comparison: 22. Biotechnology Materials and Processing Annual Sales by Year 2000: U.S.: $8B World: $16B CAT = computer-aided tomography 38 OPTOELECTRONICS Major Technology Elements: Integrated Optical Circuitry, Optical Fibers, Optical Computing, Solid-State Lasers, Optical Sensors. What It Is: The use of light (visible, IR, UV radiation) as the means to transmit, process, and store information. Underlying Science: Optical physics and engineering, solid-state physics, surface science, electronic engi- neering. Engineering Barriers: Device speed; integration of components with electronic devices; laser performance; materials limitations. What Is New or Better: Improved information handling capacity and signal quality, reduced sensitivity to interference, increased processing speed and data storage capacity. Impact on What Products or Processes: Long-distance and local fiber optic systems; electrical, mechanical, and thermal sen- sors; computers; chemical and mechanical manufacturing processes. Likely Markets and Industries: Telephone, television, teleconferencing, on-demand audio and video programming, telecommunications, electric power, computers, manufacturing, medical diagnostics and therapy. DOD Critical Technologies Comparison: 7. Integrated Optics 8. Fiber Optics Annual Sales by Year 2000: U.S.: $4.6B (U.S. Department of Commerce, International World: $10.8B Trade Administration, "International Competitiveness Study of the Fiber Optics Industry," p. 25, September 1988. Optical fiber communication components only - optical sensors alone add $1B worldwide.) IR = infrared UV =ultraviolet 39 SENSOR TECHNOLOGY Major Technology Elements: Active/Passive Sensors, Feedback and Process Control, Nondestructive Evaluation, Industrial and Atmospheric Environmental Monitoring and Control. What It Is: Devices that provide a signal (generally optical, electrical, or acoustical) that accu- rately reflects some process parameter in real time. Underlying Science: Electronics, nondestructive evaluation, control theory, mechanical and industrial en- gineering. Engineering Barriers: Currently, sensors lack one or more of the following characteristics: range, stability, precision, resistance to harsh environment, selectivity, sensitivity. Integration of sen- sors and signal processing. What Is New or Better: New sensors measure parameters more accurately and in real-time under a wider range of conditions due largely to better materials, fabrication techniques, and more complex electronics and data processing. Impact on What Products or Processes: Continuous process industries like materials, food and beverage, pharmaceutical, chemical, biochemical, smelting and refining; waste management, construction, manu- facturing. Likely Markets and Industries: Chemical smelting and refining, pharmaceutical, food and beverage, electric power, materials. DOD Critical Technologies Comparison: 5. Machine Intelligence/Robotics 10. Passive Sensors Annual Sales by Year 2000: U.S.: $5B World: $12B 40 SUPERCONDUCTORS Major Technology Elements: High-Temperature Ceramic Conductors, Advanced Low-Temperature Conductors. What It Is: (1) Superconducting materials having critical transition temperatures (Tc) above 77 K (boiling point of liquid nitrogen). (2) Low-temperature superconductors with improved performance characteristics and materials properties. Underlying Science: Solid-state physics, ceramic processing science, electronic engineering, surface sci- ence. Engineering Barriers: Low current densities and strengths in bulk forms. Composition and environmental stability. Integrated circuit fabrication technology. Economical refrigeration tech- niques. What Is New or Better: Tc above 77 K significantly reduces cost by eliminating liquid helium as coolant. Low- temperature superconductors yielding sophisticated integrated devices, even first mi- croprocessors. Powerful magnets for research and medical diagnostics, magnetically levitated trains. Impact on What Products or Processes: Electronics; electrical transmission, switching, motors, and controls; electric power generators; medical diagnostic equipment; rail and ship transportation; computers; particle accelerators. Likely Markets and Industries: Electronics and data processing, electric power equipment, medical diagnostics, trans- portation equipment, high-energy physics. DOD Critical Technologies Comparison: 21. Superconductivity Annual Sales by Year 2000: U.S.: $3-5B (1989 U.S. Industrial Outlook, DOC, Jan. 1989) World: $8-12B 41 Appendix B Comparison of the 1990 and 1987 DOC Emerging Technologies Reports Comparison of Emerging Technologies 1990 1987 Advanced Materials Advanced Materials A. Ceramics B. Polymer Composites C. Metals Thin Layer Technology A. Surfaces & Interfaces B. Membranes Advanced Semiconductor Devices Electronics A. Advanced Microelectronics Artificial Intelligence. Computing B. AI Techniques Biotechnology Biotechnology A. Genetic Engineering B. Biochemical Processing Digital Imaging Technology (None) Flexible Computer-Integrated Automation Manufacturing A. Manufacturing High-Density Data Storage Automation C. Technical Services High-Performance Computing Computing A. Computing Equipment Medical Devices and Diagnostics Medical Technology A. Drugs B. Instruments & Devices (none) Electronics C. Millimeter Wave Optoelectronics. Electronics B. Optoelectronics Sensor Technology (None) Superconductors (None) (None) Automation B. Business & Office Systems 43 Comparison of 1990 Opportunities for Change and 1987 Barriers 1990 1987 The Cost of Research & Market High Cost of Capital/Tax Incentives Introduction Engineering Training and Education. (Not identified separately) Integration of R&D, Design, and (Same) Manufacturing Improving the Quality of Products (Not identified separately) and Services Improving the Technology (Not identified separately) Infrastructure Dependence on Domestic (Same) Technologies and Market Industrial Cooperation Antitrust restrictions Protecting Intellectual Property (Same) Rights Laws of Product Liability (Same) Regulatory Constraints (Same) Export Policy (Same) Restrictive Foreign Trade (Same) Practices Product and Interface Standards (Not identified separately) 44 Appendix C Comparison of the Emerging Technologies with the Critical Technologies of the Department of Defense¹ DOC DOD Emerging Technologies Critical Technologies Advanced Materials (20) High-Temperature/High Strength/Lightweight Composite Materials Advanced Semiconductor Devices (1) Microelectronic Circuits & their Fabrication (2) Preparation of GaAs and other Compound Semiconductors Artificial Intelligence (5) Machine Intelligence/Robotics (9) Sensitive Radars (11) Automatic Target Recognition (13) Data Fusion Biotechnology (22) Biotechnology Materials & Processing Digital Imaging Technology (9) Sensitive Radars (11) Automatic Target Recognition Flexible Computer-Integrated (5) Machine Intelligence Robotics Manufacturing High-Density Data Storage (7) Integrated Optics High-Performance Computing (3) Software Producibility (4) Parallel Computer Architectures (6) Simulation and Modeling (13) Data Fusion (15) Computational Fluid Dynamics Medical Devices and Diagnostics (22) Biotechnology Materials & Processing Optoelectronics (7) Integrated Optics (8) Fiber Optics Sensor Technology (5) Machine Intelligence/Robotics (10) Passive Sensors Superconductors (21) Superconductivity Also Listed: (12) Phased Arrays (14) Signature Control (16) Air Breathing Propulsion (17) High Power Microwaves (18) Pulsed Power (19) Hypervelocity Projectiles 1 "The Department of Defense Critical Technologies Plan," Department of Defence (DOD), Washington, DC May 1989. The numbers in the table refer to the numbers used in the DOD document. 45 Appendix D National Security Concerns* The defense industrial base generally comprises the same manufacturers that produce goods for the general public. Few industries rely primarily or completely on the Depart- ment of Defense as their principal market. However, the Department depends on virtually every sector of the manufacturing base for material. Ninety-five percent of the manufac- tured goods purchased by the Department of Defense come from a broad spectrum of 215 industries. In 1985, the Department spent almost $165 billion within these industries. This represented 4.1 percent of America's total gross national product and 21 percent of the manufacturing gross national product. However, while the Department of Defense is a major purchaser of manufactured goods, we recognize that in many important sectors, such as electronics, we purchase only a small portion of total output. Even so, our market share (even in the electronics industry) can provide us with substantial leverage if properly managed. In addition to meeting requirements for the production of today's weapon systems, the Department's investment in the industrial base must encourage the research and develop- ment for advanced technologies that are key to the next generation of weapon systems. These include technologies such as infrared focal plane arrays, microwave devices, ad- vanced sensors, exotic alloys requiring powdered metallurgy technology, high tempera- ture ceramic composites, and high temperature superconductors. Additionally, advanced manufacturing strategies, such as flexible computer integrated manufacturing, must be de- veloped for and integrated into the entire industrial base. As a nation and as a continent, we no longer are totally self-sufficient in all essential materials or industries required to maintain a strong national defense. Consequently, we must identify requirements carefully and assess them against our industrial base capabili- ties. We must develop strategies that enable us to meet security needs with available resources. For those essential products the United States does not manufacture, we must rely on offshore sources or stockpiles. We can, however, offer incentives to establish domestic manufacturing industries for these products. Clearly, the Department of Defense cannot provide massive financial assistance for every American industry characterized by a lack of international competitiveness, nor can we effectively provide incentives for every manufacturing industry critical to our defense. The issue of competitiveness is one that requires continuing creativity and innovation within the private sector. There are numerous factors that industries themselves must come to grips with if they are to remain competitive in the international market place. There are also national issues, such as our tax code and antitrust laws, that warrant our attention. Our education system has been cited as providing a less than adequate technically trained labor force for the future. To the extent that these and other national issues affect the industrial base, the Department of Defense intends to stimulate, when warranted, appropriate activi- ties throughout the Government to address them. *This text is taken from the first part of the summary of Bolstering Defense Industrial Competitiveness (see Bibliography). 47 Within the Department of Defense acquisition process we have identified several areas that are impediments to efficient defense production. Frequent policy changes, emerging technologies, changing military requirements, the defense budgeting process, and program and budget instability make long-term planning difficult. Typically, small volume purchases and program stretch-outs contribute to an environment in which defense contractors have little incentive to make long-term investments in facilities with advanced capabilities that could yield higher quality and more competitive products. Commercial market rewards for performance are lacking in the defense market. Unit cost reductions, quality improvement, shortened delivery times, etc., neither stimulate de- mand for additional units nor provide greater market share; nor do unit cost reductions result in increased profit. Emphasis on lowest bid cost may result in inadequate attention to life cycle costs, quality, and past performance. The Department of Defense reliance upon detailed product and process specifications can be counterproductive. Outdated specifications frequently reduce innovation, inhibit improvements, and result in excessive administrative processes required to implement, monitor, waive, or modify specifications. Procurement processes focus mainly on prime contractors, even though materials and components purchased by prime contractors from lower-tier industries represent 50 to 85 percent of our total expenditures. Historically, the Department has had limited direct influence on the performance of subtier contractors because of considerable administrative difficulty in passing performance incentives through prime contractors to multiple levels of subcontractors and suppliers. Finally, layers of bureaucracy and somewhat cumbersome contract administration processes add to the costs of doing business with the Department of Defense. Government emphasis on oversight activities can lead business managers to focus more on meeting inspection requirements than on improving quality and productivity. This Department of Defense report is designed to provide both a strategy and specific initiatives to address this concern. Integral to this strategy is a recognition that the Depart- ment's influence is, at the same time, significant and limited. The strategy suggests exploit- ing the Department's leadership and leverage potential to strengthen the industrial base, but not to the exclusion of other Departmental priorities such as a well equipped force structure. On the other hand, it is neither possible nor desirable for the Department to solve all the ills of the commercial manufacturing sector. The cornerstone of this effort is cooperation with domestic industry and our allies. The United States could not build fortress America, even if this were a desirable objective. Nor can the Department of Defense reverse worldwide economic trends, such as the internationalization of manufacturing. To maximize domestic industry's potential, coopera- tive relationships must flourish among the Department of Defense, large corporations, and the lower-tier manufacturing industries that are the foundation of our industrial base. 48 Appendix E Investment in R&D and Consortia by Japan, EC and U.S. The intensity and diversity of cooperative research is a reflection of the importance accorded to emerging technologies; the majority of cooperative projects (probably at least 75 percent of total expenditures) deals with emerging technologies. R&D as % of GNP Gov't. Consortla Gov't. (1985) Share of As % of Share of Total Civilian Total Total Consortla JAPAN 2.6% 2.5% (est) 19% ≈ =4% =50% EC 1.9% 1.4% 45% =4% ≈ =50% U.S. 2.8% 1.9% 47% <1% <20% JAPAN Most R&D (>70%) is performed in private industry. Consortia are significant within Govern- ment R&D funding (=10% of total). Focus is on consumer application. EC Industry probably carries out less than half of all R&D. Consortia are important within Gov- ernment R&D funding (=5% of total). Focus is on civilian applications. U.S. Most R&D (>70%) is performed in private industry. Consortia are relatively insignificant within Government R&D funding (<0.5% of total). Focus is on national security. Listed below are only those projects which have significant involvement by the respective Governments. Privately operated consortia are not listed; for example, the National Cooperative Research Act of 1984 relaxed antitrust provisions for cooperative research ventures. More than 150 such ventures have registered including SEMATECH; most of these do not involve Government funding. JAPAN 8 large-scale projects (MITI) Friend 21 (MITI) 3 next-generation industry projects 9 ERATO projects (STA) 20 Japan research development corporation projects (STA) 62 key technology center consortia 119 KTC lending projects SIGMA software project 6 superconductivity projects Human frontier science plan International frontier research plan EC >200 ESPRIT projects >200 EUREKA projects 100 BRITE projects 50 RACE projects JESSI project (under discussion) EURAM program U.S. Variety of cooperative efforts, primarily sponsored by DOD (in particular DARPA). SEMATECH AISI/DOE steel technology program Sources: Economic Report of the President, 1988 First Report on the State of Science and Technology in Europe, 1988 MITI White Paper: Trends and Future Tasks in Industrial Technology, 1988 49 Appendix F Comparison of Industry Growth Rates Intensive use of technology and industrial growth are correlated. The table below compares the 10 SIC (Standard Industrial Classification) industries experiencing the highest growth rates over the past 16 years (1972-88) with the 10 industries having the lowest growth rates during this period. The top 10 are all technology-based industries, whereas the last 10 have pursued strategies that are much less technology dependent. Relative Shipments Growth, 1972-88 (1988 shipments as a percentage of 1972 shipments) (1982 $) SIC TOP 10 RATE SIC LAST 10 RATE 3573 Computing Equipment* 8823 3211 Turbine Generator Sets 17 3674 Semiconductor Devices* 6072 2793 Photoengraving 23 3832 Optical Devices/Lenses 940 2121 Cigars 35 3693 X-ray Apparatus 537 2386 Leather/lined Clothing 38 2795 Lithographic Services 394 3743 Railroad Equipment 42 2831 Biological Products 387 2661 Bldg Paper/Board Mills 42 3678 Electronic Connectors 356 3333 Primary Zinc 44 2833 Medicinals & Botanicals 347 3552 Textile Machinery 48 3842 Surgical Appliances 337 3021 Rubber/Plastic Footwear 50 3841 Surgical & Medical Inst 327 2517 Wood TV, Radio Cabinets 50 *The growth rates of these two technologies have been adjusted for technical change as well as price change. Source: Department of Commerce, U.S. Industrial Outlook, 1988 51 Appendix G Bibliography The following list is not intended to be comprehensive. Rather, it is meant to provide additional information, complementing and supplementing this report. 1989 The Department of Defense Critical Technologies Plan, U.S. Department of Defense, Wash- ington, DC, May 1989. Economic Report of the President, Council of Economic Advisors, U.S. Government Print- ing Office, Washington, DC, January 1989. Governing America: A Competitiveness Policy Agenda for the New Administration, Council on Competitiveness, Washington, DC, 1989. International Cooperation and Competition in Materials Science and Engineering, NISTIR 89-4041, September 1989. The Learning Enterprise, A. P. Carnevale and L. J. Gainer, report by the American Society for Training and Development for the U.S. Dept. of Labor, 1989. Made in America: Regaining the Productive Edge, Michael L. Dertouzos, Richard K. Lester, Robert M. Solow, and the MIT Commission on Industrial Productivity, The MIT Press, Cambridge, MA, 1989. Materials Science and Engineering for the 1990s: Maintaining Competitiveness in the Age of Materials, National Academy Press, Washington, DC, September 1989. Policy Imperatives for Commercialization of U.S. Technology, Conference Digest, IEEE, February 1989. U.S. Industrial Outlook, U.S. Department of Commerce, Washington, DC, January 1989. 1988 Bolstering Defense Industrial Competitiveness, Department of Defense, Washington, DC, July 1988. The Challenge to Manufacturing: A Proposal for a National Forum, National Academy of Engineering, Washington, DC, 1988. Defense Science Board Summer Study on The Defense Industrial and Technology Base, De- partment of Defense, Washington, DC, October 1988. First Report on the State of Science and Technology in Europe, Commission of the European Community, 1988. Foreign Investment in the United States: A Cause for Concern?, Jane Sneddon Little, New England Economic Review, July/August 1988. 53 Frontiers in Chemical Engineering; Research Needs and Opportunities, Committee on Chem- ical Engineering Frontiers, N. R. Amundson, Chairman, National Academy Press, Wash- ington, DC, 1988. High Temperature Superconductivity: Perseverance and Cooperation on the Road to Commer- cialization, The Committee to Advise the President on High Temperature Superconductiv- ity, Washington, DC, 1988. Industrial R & D and the U.S. Technological Leadership, National Academy of Sciences, National Research Council, National Academy Press, Washington, DC, 1988. Industrial R & D in Japan and the United States: A Comparative Study, E. Mansfield, University of Pennsylvania, 1988. Manufacturing Technology and the U.S. Engineer, Conference Digest, 1988 USAB Confer- ence on U.S. Technology Policy, The Institute of Electrical and Electronics Engineers, Inc., New York, NY, 1988. Picking Up the Pace: The Commercial Challenge to American Innovation, Council on Com- petitiveness, Washington, DC, 1988. Projections 2000, U.S. Department of Labor, Bureau of Labor Statistics, Bulletin 2302, March 1988. The Technological Dimensions of International Competitiveness, National Academy of Engi- neering, Washington, DC, 1988. Technology and the American Economic Transition: Choices for the Future, Office of Tech- nology Assessment, Washington, DC, May 1988. Technology and the Competitive Challenge, Research & Development, Helmut Hellwig, Cahners Publishing Company, July 1988. Technology and Competitiveness: A Key to the Economic Future of the United States, John A. Young, Science, Volume 241, July 15, 1988. Trends and Future Tasks in Industrial Technology (Sangyo Gijutsu no Doko to Kadai), MITI White Paper, 1988. U.S. Competitiveness: Beyond the Trade Deficit, George N. Hatsopoulos, Paul R. Krugman, Lawrence H. Summers, Science Magazine, July 1988. 1987 The CORETECH Agenda: Toward A National Policy On Research and Development, CORETECH Council on Research and Technology, Washington, DC, 1987. Directions in Engineering Research; an Assessment of Opportunities and Needs, Engineering Research Board, A. E. Puckett, Chairman, National Academy Press, Washington, DC, 1987. 54 Key Technologies for the 1990s, An Overview, Aerospace Industries Association of America, Inc., Washington, DC, November 1987. Management of Technology: The Key to America's Competitive Future, Public Affairs Coun- cil, American Association of Engineering Societies. Science and Technology Policies and Priorities: A Comparative Analysis, Leonard L. Leder- man, Science, Volume 237, September 4, 1987. The Status of Emerging Technologies: An Economic/Technological Assessment of the Year 2000, U.S. Department of Commerce, National Bureau of Standards, Gaithersburg, MD, NBSIR 87-3671, June 1987. Survey on the Direction of Japan's Technological Development, Science & Technology in Japan, November 1987. Technology and Global Industry, National Academy Press, Washington, DC, 1987. 1986 Physics Through the 1990's, Physics Survey Committee, W.F. Brinkman (Chairman), Na- tional Academy Press, Washington, DC, 1986. 1985 Global Competition: The New Reality, President's Commission on Industrial Competitive- ness, Washington, DC, January 1985. Opportunities in Chemistry, Committee to Survey Opportunities in the Chemical Sciences, G. C. Pimentel (Chairman), National Academy Press, Washington, DC, 1985. 1982 The Competitive Status of U.S. Industry, National Academy of Engineering, Washington, DC, 1982. 55 MEMBERSHIP OF THE INTERAGENCY COMMITTEE FOR FEDERAL LABORATORY TECHNOLOGY TRANSFER Commerce Honorable Deborah Wince-Smith Assistant Secretary for Technology Policy U.S. Department of Commerce Room 4818, Hoover Building 14th Street and Constitution Ave., N.W. Washington, D.C. 20230 Phone: (202) 377-1581 Agriculture Honorable Charles E. Hess Assistant Secretary for Science and Education U.S. Department of Agriculture Room 217W, Administration Building Washington, D.C. 20250 Phone: (202) 447-5923 Interior Honorable John Sayre Assistant Secretary for Water and Science U.S. Department of the Interior 1849 C Street, N.W. Mail Stop 6640 Washington, D.C. 20240 Phone: (202) 208-3186 EPA Honorable Erich Bretthauer Assistant Administrator for Research and Development U.S. Environmental Protection Agency Waterside West Building, Room 913 Washington, D.C. 20460 Phone: (202) 382-7676 Air Force Honorable John J. Welch, Jr. Assistant Secretary for Acquisition U.S. Department of the Air Force Pentagon, Room 4E964 Washington, D.C. 20330-1000 Phone: (703) 697-6361 Army Honorable George E. Dausman Deputy Assistant Secretary for Procurement U.S. Department of the Army SARD-ZP Pentagon, Room 2E-661 Washington, DC 20310-0103 Phone: (703) 695-2488 Navy Honorable Gerald Cann Assistant Secretary for Research, Development, Acquisitions U.S. Department of the Navy Pentagon, Room 4E732 Washington, D.C. 20350 Phone: (703) 695-6315 Defense Honorable Raymond Siebert Deputy Under Secretary for Research and Advanced Technology U.S. Department of Defense Pentagon, Room 3E114 Washington, D.C. 20301-3000 Phone: (703) 695-5036 NASA Mrs. Margaret G. Finarelli Associate Administrator for External Relations National Aeronautics and Space Administration Federal Office Building 6, Room 7021 400 Maryland Avenue, S.W. Washington, D.C. 20546 Phone: (202) 453-8310 Energy Honorable Peter Saba Principal Associate Under Secretary for Policy, Planning and Analysis (PE-1) U.S. Department of Energy Room 7B-084 1000 Independence Avenue, S.W. Washington, D.C. 20585 Phone: (202) 586-4159 Transportation Mr. Mark Dowis Associate Administrator for Research and Special Programs Administration U.S. Department of Transportation Room 8410 400 Seventh Street, S.W. Washington, D.C. 20590 Phone: (202) 366-4433 HHS Honorable Frank E. Young Deputy Assistant Secretary for Health, Science, and Environment U.S. Department of Health and Human Services Humphrey Building, Room 701-H 200 Independence Avenue, S.W. Washington, DC 20201 Phone: (202) 245-6811 OSTP Dr. William Phillips Associate Director for Industrial Technology Office of Science and Technology Policy Old Executive Office Building, Room 432 1/2 Washington, D.C. 20506 Phone: (202) 395-3125 USTR Honorable S. Bruce Wilson Assistant U. S. Trade Representative Office of the U.S. Trade Representative Winder Building, Room 401A 600 17th Street, N.W. Washington, D.C. 20506 Phone: (202) 395-7320 VA Dr. Stephen Litwin Deputy Assistant Chief Medical Director Veterans Administration Central Office 810 Vermont Avenue, N.W. Washington, D.C. 20420 Phone: (202) 233-2616 CPSC Dr. Robert D. Verhalen Associate Executive Director Consumer Safety Products Commission 5401 Westbard Avenue Washington, D.C. 20207 Phone: (301) 492-6440 DEPARTMENT OF COMMERCE UNITED STATES DEPARTMENT OF COMMERCE The Assistant Secretary for Technology Policy UNITED STATES of AMERICA Washington, D.C. 20230 APR 2 1991 Memorandum for Interagency Committee for Federal Laboratory Technology Transfer From: Deborah L. Wince-Smith DWS Subject: Federal Research In Progress (FEDRIP) The purpose of this paper is to give you a quick review of where we were, where we are now, and where we hope to go in the effort to improve FEDRIP, a major Federal database with the potential to serve as a point of entry into the Federal laboratory system. Background -- Where we were. At the present time, 10 Federal agencies contribute to the database, compiled by NTIS and containing over 120,000 records. It was first offered to the public on-line via Dialog in 1983. Several Executive Branch agencies as well as private sector users of FEDRIP have suggested that it could be substantially more useful if there were some modifications made to make it reflect a bit more the "real world". One private sector user of FEDRIP stated that if FEDRIP were simply better organized and maintained, it could make a major contribution to technology transfer. Progress report -- Where we are. We have convened meetings of lead Federal agencies which either now contribute to FEDRIP or which could make a major contribution if they were to do so. We have also met with representatives of private firms that now use FEDRIP or need to use the kind of information that it could provide. In many cases the latter have been discouraged from using the present system by its difficulty in use. Dr. Caponio, Walter Finch, Associate Director for Products at NTIS, and his staff, have been very good in helping us to understand what is now in the database and what modifications are practical. Targeted changes O More agencies participating: We ought to have more agencies in FEDRIP. Ideally, FEDRIP will make it much easier for industry to identify interesting R & D. Participation in FEDRIP can also ensure that agencies are meeting public notification responsibilities. Office of Technology Commercialization Page 1 O More frequent updates: National Science Foundation has indicated that effective April '91 it will update its file monthly, instead of twice a year. We would like all agencies to make a similar effort. o Simplified format and a few additional pieces of information: After intensive discussion with private and Federal users, data vendors and NTIS, it seems that much of the information which industry would like to see is already there, it is just that the display formats and search procedures have not been easy to use or interpret. The attached sample record format, developed from all the meetings, shows what many potential users would find most useful on an initial display. Since NTIS offers FEDRIP to Dialog and other vendors, they are working to get some changes made by Dialog. NTIS also is offering the database to other vendors or users who may be better at implementing the simplified format than DIALOG. One of the new vendors plans to offer FEDRIP in a new, simplified format in Spring of 1991. Next Steps -- Where we are going. To make the indicated changes in FEDRIP in FY 91, we need to accelerate through participation at your level. We need the Interagency Committee members to tell their agencies how important it is that they make the results of their work known, through FEDRIP or some other means. For those agencies not participating, we ask you to look again at using FEDRIP. For others, the request may be to try increasing the frequency of update or to be sure to put in the data which would allow the Sample Form to be filled out. We expect there will be a need for checking with agencies and their technical staff as well as with some of the Senior officers to help implement the changes. NTIS is proposing another follow-up meeting with FEDRIP technical contacts and we stand ready to assist as necessary. If you could review your agency's participation in FEDRIP as well as the attached form to see some new information proposed and get back to us in two weeks I would appreciate it very much. Attachment Office of Technology Commercialization Page 2 Federal Research in Progress Display Format Subject: Principal investigator/tech transfer agent: Tel. #: Fax. #: Level of effort (Funding or staff years): Start & estimated end date: Record date: Interested in collaborative effort?: Performing organization: ABSTRACT: Objective of research- Planned research approach- Specialized eqpt?: May others use it?: Progress report summary- Descriptors: Accession # (or alternate ID): [Note: Bold Italic indicates new or variation on extant field of interest. Some of the agencies, like Agriculture, now use at least parts of the suggested abstract headings.] Office of Technology Commercialization March 30, 1991 Johnson/Mullins HOUSE GOP SCIENCE NEWS A Newsletter from the Republican Members of the Science, Space & Technology Committee January, 1991 Contact: Christopher Wydler, Legislative Director (202-225-6684) The Republican Members of the House Science, Space and Technology Committee in the 102nd Congress are: Robert S. Walker (PA), Republican Chairman; F. James Sensenbrenner, Jr. (WI); Sherwood L. Boehlert (NY); Tom Lewis (FL); Don Ritter (PA); Sid, Morrison (WA); Ron Packard (CA); Paul B. Henry (MI); Harris B. Fawell (IL); D. French Slaughter, Jr. (VA); Lamar Smith (TX); Constance A. Morella (MD); Christopher Shays (CT); Dana Rohrabacher (CA); Steven H. Schiff (NM); Tom Campbell (CA); John J. (MD). Rhodes, III (AZ); Joe Barton (TX); Dick Zimmer (NJ); Wayne Gilchrest 1991 will be a critical year if the Committee on Science, Space and Technology is going to reassert its influence over policy and program priorities. Two major developments lend optimism in this regard. Of course, the Science Committee has a new Chairman, Congressman George E. Brown, Jr. of California. A very active member of the Committee since 1965, Representative Brown brings genuine interest and leadership to the post. Widely respected by his colleagues for his institutional knowledge and experience on science matters, "George Brown is someone we have worked with very well in the past," attested Republican Chairman Robert Walker. "Based on our good relationship, we anticipate hitting the ground running together." Early staff appointments and other actions by the new Chairman have been especially encouraging. On the matter of authorizations, over 30 measures considered by the Committee in the 101st Congress became law in such areas as NASA, science education, global change and clean air research, hydrogen energy, and earthquake and FAA R&D. However, although all these authorization bills directing and limiting spending and setting policy and program priorities were enacted, they were very often ignored, even violated, in the appropriation process. In response, Congressman Walker has introduced H.R. 432, an innovative new proposal to change the budget process by putting direct funding power in the hands of the authorizers where it belongs. This proposal would require binding budget resolution functional allocations and revenue projections, consistent with the Gramm-Rudman-Hollings targets, to be made directly to the relevant authorizing committees, as determined by the Parliamentarian, for direct funding or collection. This would eliminate the appropriation process. Supplementals would also have to be reconciled against Gramm-Rudman-Hollings True continuing resolutions could be recommended by the Budget Committee only if necessary after September 15. Members serving on the Budget Committee could not serve on an authorizing committee. This process would bring much greater discipline to the system. It would require a theoretically objective, disinterested budget panel to set broad government policy regarding the relative share of available Federal resources that should be dedicated to general purposes (i.e., defense, science, housing, etc.) within overall statutory fiscal constraints. The actual funding decisions would then be in the hands of the people with the greatest expertise on policy and priorities within these general issue areas for the first time. The Science Committee, for instance, would be making all actual spending decisions by rationalizing priorities, against a set pot of money, within its logically comparable jurisdiction (e.g., relative funding for the SSC versus the Space Station, instead of more VA benefits versus the Space Station, as is the case now). This takes the power of the purse out of the hands of a relatively chosen few and spreads it out over the whole Congress, reducing the "insider trading" that often results in pork-barrel, meritless appropriations. No Members would have a hand in all funding decisions as they do now. The business at hand for the Science Committee, itself, in 1991 is early enactment of fiscally-responsible multi-year authorizations. Many Members support setting a goal of legislative items include: sending all Committee authorizations to the Floor no later than May 15. Major Technology Bill-At the very end of the 101st Congress, an agreement was reached on a either House before adjournment. The final agreement: sets the authorization for the comprehensive emerging technology commercialization bill, but it was not brought up by advanced technology program (ATP) at $100.0 million annually, with grant payback required, to reduce the marginal cost of capital for developing new technologies by leveraging the majority funding of competitively selected industry-led joint ventures; establishes a "blue ribbon" National Capital Cost Reduction Commission, chaired by the Vice President with three members appointed by the President, House, and Senate, to make legislative and tax recommendations to Congress within one year; and authorizes the National Institute of Standards and Technology core research program at $211 million in FY 1992 consistent with current Commerce Department planning for initiatives in such areas as superconductivity, advanced materials, fiber optics, etc. It is hoped that this legislation will move through both bodies quickly, provided it is based on the agreement. NASA Authorization-Although the House passed a multi-year National Aeronautics and Space Administration (NASA) authorization bill, the final agreement with the Senate provided support only through FY 1991 ($15.0 billion). The 102nd Congress will therefore need to provide resources beyond the current fiscal year. As a result of the Report of the Augustine Advisory Committee on the Future of the U.S. Space Program, debate during reauthorization will likely focus on questions of reorganization and reform within NASA, as well as specific project funding. Space Commercialization Bill-Republican Chairman Walker will again introduce legislation designed to bring America's entrepreneurial skills to bear upon the exploration and industrial development of outer space. The bill requires an inventory of federal space launch support facilities which may be surplus to public or national security needs and makes such facilities available for auction to the private sector. Additionally, the bill: creates commercial space zones; offers tax incentives to the private sector for building space zones and for space launches and manufacturing undertaken from or in such zones; requires the government to procure launch services from the private sector when such services are not related to national security or government-sponsored research; includes antitrust exemptions to permit private sector collaboration in space R&D and production; and authorizes non-federal cash awards for persons who have substantially advanced space transportation, manufacturing, or R&D. NOAA Authorization-Although the House sent two National Oceanic and Atmospheric Administration (NOAA) multi-year reauthorization bills to the Senate during the 101st Congress, neither bill was considered on the Senate floor. The Science Committee is expected to again move a multi-year NOAA authorization measure providing over $1.0 billion annually for "dry" NOAA activities including: stable, long-term support for weather service modernization; the replacement of aging satellites; and global change research. The Science Committee's last NOAA proposal is consistent with current Commerce Department planning and could serve as the basis for early action. EPA R&D-During the 101st Congress, the Committee passed an Environmental Protection Agency (EPA) R&D bill authorizing $476.9 million in FY 1992 and $555.1 million in FY 1993. Because of jurisdictional claims by the Committee on Energy and Commerce, however, the measure failed to reach the House floor. Legislation is needed to support, among other things: the R&D provisions under the Clean Air Act (P.L. 101-549); pollution prevention technology R&D; and groundwater, indoor air quality and radon research. Civilian Energy Supply R&D-During the 101st Congress, the Committee only had two Department of Energy (DOE) programs pass: renewables-conservation and the Super Conducting Supercollider (SSC) project. The Committee's jurisdiction over DOE totals more than $5.0 billion, yet in the 101st Congress other authorizing legislation was simply not marked up. During the 102nd Congress, the Committee is expected to be more active in authorizing funding for projects within its jurisdiction (e.g., advanced reactor legislation) based on the President's National Energy Strategy. Uranium Enrichment-It was proposed in the 101st Congress that the Uranium Enrichment program be allowed to operate as a government corporation. The issue of converting the program into a profitable commercial enterprise with an equitable sharing of existing liabilities that protects the taxpayer will be considered by the Committee. Software Tech Transfer-Republican Member Connie Morella has introduced H.R. 191, the Technology Transfer Improvement Act. Referred to both the Science and Judiciary Committees, this bill would amend the Stevenson-Wydler Act to grant private sector participants in cooperative research and development agreements with Federal laboratories copyright protection for any new software developed. The government would retain all rights to use the software for the public good, but proprietary use would be exclusive. This would be an added incentive to further develop and commercialize Federal technologies. 07/13/90 11:59 NO. 156 P001 FORM CD.403 (REV 12.86) U.S DEPARTMENT or COMMERCE INSTRUCTIONS Submit original copy of this cover FACSIMILE TRANSMISSION COVER SHEET sheet with the document to be transmitted. Fill in all information requested Do NOT fill in shaded area. OFFICE BURI AU DATE SUBMITTED DOCUMENT TITLE DoC / TTA/SWE 7/13 NO OF PAGE$ Semiconductor Equip 12 NAME AND MAILING ADDRESS OF RECIPIENT RECIPIENT TELEPHONE NO FACSIMILE TELEPHONE NO TO din Wethington 456-7739 PROJECT APPROPRIAT NUMBER COMMENTS FYI NAME AND BUILDING ADDRESS or SENDER TELEPHONE NO FROM Jack McPhee 377- 2846 USCOMM DC 86.2 150 Withdrawal/Redaction Sheet (George Bush Library) Document No. Subject/Title of Document Date Restriction Class. and Type 02a. Memo Jack McPhee to Olin Wethington 7/13/90 (b)(1) Re: Qs and As (1 pp.) Collection: Record Group: Bush Presidential Records Office: Economic Policy Council (EPC) Series: Wethington, Olin, Files Subseries: Subject Files WHORM Cat.: File Location: Science & Technology [2] Date Closed: 1/5/2010 OA/ID Number: 04295-017 FOIA/SYS Case #: 2005-0336-F Appeal Case #: Re-review Case #: Appeal Disposition: P-2/P-5 Review Case #: Disposition Date: AR Case #: MR Case #: AR Disposition: MR Disposition: AR Disposition Date: MR Disposition Date: RESTRICTION CODES Presidential Records Act - [44 U.S.C. 2204(a)] Freedom of Information Act - [5 U.S.C. 552(b)] P-1 National Security Classified Information [(a)(1) of the PRA] (b)(1) National security classified information [(b)(1) of the FOIA] P-2 Relating to the appointment to Federal office [(a)(2) of the PRA] (b)(2) Release would disclose internal personnel rules and practices of an P-3 Release would violate a Federal statute [(a)(3) of the PRA] agency [(b)(2) of the FOIA] P-4 Release would disclose trade secrets or confidential commercial or (b)(3) Release would violate a Federal statute [(b)(3) of the FOIA] financial information [(a)(4) of the PRA] (b)(4) Release would disclose trade secrets or confidential or financial P-5 Release would disclose confidential advice between the President information [(b)(4) of the FOIA] and his advisors, or between such advisors [a)(5) of the PRA] (b)(6) Release would constitute a clearly unwarranted invasion of P-6 Release would constitute a clearly unwarranted invasion of personal privacy [(b)(6) of the FOIA] personal privacy [(a)(6) of the PRA] (b)(7) Release would disclose information compiled for law enforcement purposes [(b)(7) of the FOIA] C. Closed in accordance with restrictions contained in donor's deed of (b)(8) Release would disclose information concerning the regulation of gift. financial institutions [(b)(8) of the FOIA] (b)(9) Release would disclose geological or geophysical information PRM. Removed as a personal record misfile. Withdrawal/Redaction Sheet (George Bush Library) Document No. Subject/Title of Document Date Restriction Class. and Type 02b. Report Re: [Semi-Conductors] (11 pp.) n.d. (b)(1) Collection: Record Group: Bush Presidential Records Office: Economic Policy Council (EPC) Series: Wethington, Olin, Files Subseries: Subject Files WHORM Cat.: File Location: Science & Technology [2] Date Closed: 1/5/2010 OA/ID Number: 04295-017 FOIA/SYS Case #: 2005-0336-F Appeal Case #: Re-review Case #: Appeal Disposition: P-2/P-5 Review Case #: Disposition Date: AR Case #: MR Case #: AR Disposition: MR Disposition: AR Disposition Date: MR Disposition Date: RESTRICTION CODES Presidential Records Act [44 U.S.C. 2204(a)] Freedom of Information Act - [5 U.S.C. 552(b)] P-1 National Security Classified Information [(a)(1) of the PRA] (b)(1) National security classified information [(b)(1) of the FOIA] P-2 Relating to the appointment to Federal office [(a)(2) of the PRA] (b)(2) Release would disclose internal personnel rules and practices of an P-3 Release would violate a Federal statute [(a)(3) of the PRA] agency [(b)(2) of the FOIA] P-4 Release would disclose trade secrets or confidential commercial or (b)(3) Release would violate a Federal statute [(b)(3) of the FOIA] financial information [(a)(4) of the PRA] (b)(4) Release would disclose trade secrets or confidential or financial P-5 Release would disclose confidential advice between the President information [(b)(4) of the FOIA] and his advisors, or between such advisors [a)(5) of the PRA] (b)(6) Release would constitute a clearly unwarranted invasion of P-6 Release would constitute a clearly unwarranted invasion of personal privacy [(b)(6) of the FOIA] personal privacy [(a)(6) of the PRA] (b)(7) Release would disclose information compiled for law enforcement purposes [(b)(7) of the FOIA] C. Closed in accordance with restrictions contained in donor's deed of (b)(8) Release would disclose information concerning the regulation of gift. financial institutions [(b)(8) of the FOIA] (b)(9) Release would disclose geological or geophysical information PRM. Removed as a personal record misfile. Withdrawal/Redaction Sheet (George Bush Library) Document No. Subject/Title of Document Date Restriction Class. and Type 03. Transmittal Deborah Wince-Smith to Olin Wethington (2 pp.) 7/9/90 (b)(1) Sheet Collection: Record Group: Bush Presidential Records Office: Economic Policy Council (EPC) Series: Wethington, Olin, Files Subseries: Subject Files WHORM Cat.: File Location: Science & Technology [2] Date Closed: 1/5/2010 OA/ID Number: 04295-017 FOIA/SYS Case #: 2005-0336-F Appeal Case #: Re-review Case #: Appeal Disposition: P-2/P-5 Review Case #: Disposition Date: AR Case #: MR Case #: AR Disposition: MR Disposition: AR Disposition Date: MR Disposition Date: RESTRICTION CODES Presidential Records Act - [44 U.S.C. 2204(a)] Freedom of Information Act - [5 U.S.C. 552(b)] P-1 National Security Classified Information [(a)(1) of the PRA] (b)(1) National security classified information [(b)(1) of the FOIA] P-2 Relating to the appointment to Federal office [(a)(2) of the PRA] (b)(2) Release would disclose internal personnel rules and practices of an P-3 Release would violate a Federal statute [(a)(3) of the PRA] agency [(b)(2) of the FOIA] P-4 Release would disclose trade secrets or confidential commercial or (b)(3) Release would violate a Federal statute [(b)(3) of the FOIA] financial information [(a)(4) of the PRA] (b)(4) Release would disclose trade secrets or confidential or financial P-5 Release would disclose confidential advice between the President information [(b)(4) of the FOIA] and his advisors, or between such advisors [a)(5) of the PRA] (b)(6) Release would constitute a clearly unwarranted invasion of P-6 Release would constitute a clearly unwarranted invasion of personal privacy [(b)(6) of the FOIA] personal privacy [(a)(6) of the PRA] (b)(7) Release would disclose information compiled for law enforcement purposes [(b)(7) of the FOIA] C. Closed in accordance with restrictions contained in donor's deed of (b)(8) Release would disclose information concerning the regulation of gift. financial institutions [(b)(8) of the FOIA] (b)(9) Release would disclose geological or geophysical information PRM. Removed as a personal record misfile. Withdrawal/Redaction Sheet (George Bush Library) Document No. Subject/Title of Document Date Restriction Class. and Type 04. Talking Points Re: Talking Points on the Semi-Gas CFIUS Investigation (3 7/10/90 (b)(1) pp.) Collection: Record Group: Bush Presidential Records Office: Economic Policy Council (EPC) Series: Wethington, Olin, Files Subseries: Subject Files WHORM Cat.: File Location: Science & Technology [2] Date Closed: 1/5/2010 OA/ID Number: 04295-017 FOIA/SYS Case #: 2005-0336-F Appeal Case #: Re-review Case #: Appeal Disposition: P-2/P-5 Review Case #: Disposition Date: AR Case #: MR Case #: AR Disposition: MR Disposition: AR Disposition Date: MR Disposition Date: RESTRICTION CODES Presidential Records Act - [44 U.S.C. 2204(a)] Freedom of Information Act - [5 U.S.C. 552(b)] P-1 National Security Classified Information [(a)(1) of the PRA] (b)(1) National security classified information [(b)(1) of the FOIA] P-2 Relating to the appointment to Federal office [(a)(2) of the PRA] (b)(2) Release would disclose internal personnel rules and practices of an P-3 Release would violate a Federal statute [(a)(3) of the PRA] agency [(b)(2) of the FOIA] P-4 Release would disclose trade secrets or confidential commercial or (b)(3) Release would violate a Federal statute [(b)(3) of the FOIA] financial information [(a)(4) of the PRA] (b)(4) Release would disclose trade secrets or confidential or financial P-5 Release would disclose confidential advice between the President information [(b)(4) of the FOIA] and his advisors, or between such advisors [a)(5) of the PRA] (b)(6) Release would constitute a clearly unwarranted invasion of P-6 Release would constitute a clearly unwarranted invasion of personal privacy [(b)(6) of the FOIA] personal privacy [(a)(6) of the PRA] (b)(7) Release would disclose information compiled for law enforcement purposes [(b)(7) of the FOIA] C. Closed in accordance with restrictions contained in donor's deed of (b)(8) Release would disclose information concerning the regulation of gift. financial institutions [(b)(8) of the FOIA] (b)(9) Release would disclose geological or geophysical information PRM. Removed as a personal record misfile. JUL-10-1990 08:10 FROM NIST DOC OFFICE TO 94567739 P.01 FACSIMILE COVER SHEET NIST-DOC OFFICE HERBERT c. HOOVER BUILDING, ROOM 4841 Washington, DC 20230 202-377-4844 FAX # - 202-377-4362 TO: NAME OLIN WETHINGTON ORGANIZATION RUSH TELEPHONE NUMBER FROM: NAME GARY P. CARVER ORGANIZATION COMMERCE TELEPHONE NUMBER 377-4596 NUMBER OF PAGES 17 (INCLUDING COVER SHEET) more info to follow Gary JUL-10-1990 08:10 FROM NIST DOC OFFICE TO 94567739 P.02 DEPARTMENT OF THE TREASURY WASHINGTON JUL 6 1990 ASSISTANT SECRETARY MEMORANDUM FOR THE HONORABLE STEPHEN HADLEY, ASSISTANT SECRETARY FOR INTERNATIONAL SECURITY POLICY, DEPARTMENT OF DEFENSE THE HONORABLE EUGENE J. MCALLISTER, ASSISTANT SECRETARY FOR ECONOMIC AND BUSINESS AFFAIRS, DEPARTMENT OF STATE THE HONORABLE MICHAEL SKARZYNSKI, ASSISTANT SECRETARY FOR TRADE DEVELOPMENT, DEPARTMENT OF COMMERCE THE HONORABLE LINN WILLIAMS, DEPUTY UNITED STATES TRADE REPRESENTATIVE THE HONORABLE JOHN TAYLOR, MEMBER, COUNCIL OF ECONOMIC ADVISERS THE HONORABLE JAMES F. RILL, ASSISTANT ATTORNEY GENERAL FOR ANTITRUST, DEPARTMENT OF JUSTICE MR. PHILLIP DUSAULT, DEPUTY ASSOCIATE DIRECTOR FOR INTERNATIONAL AFFAIRS, OFFICE OF MANAGEMENT AND BUDGET DR. W. D. PHILLIPS, ASSOCIATE DIRECTOR FOR INDUSTRIAL TECHNOLOGY, OFFICE OF SCIENCE AND TECHNOLOGY POLICY FROM: John M. Niehuss Acting Assistant Secretary for International Affairs SUBJECT: CFIUS meeting at 9 a.m., Tuesday, July 10, 1990, Room 2127, Main Treasury There will be a CFIUS meeting at the policy level at the above date/time to develop a recommendation to the President on the Nippon Sanso/Semi Gas transaction. The attached draft will serve as a frame of reference for our discussion. In as much as the conference room is much smaller than the one we usually use, I would ask that you limit attendees to principal plus one. Please call Carmen Law or Bobbie Wallman (566-2386) to arrange admittance into the building. Attachment Withdrawal/Redaction Sheet (George Bush Library) Document No. Subject/Title of Document Date Restriction Class. and Type 05. Report Re: Report of the Committee on Foreign Investment in the 7/10/90 (b)(1) United States (CFIUS) on the Proposed Acquisition (15 pp.) Collection: Record Group: Bush Presidential Records Office: Economic Policy Council (EPC) Series: Wethington, Olin, Files Subseries: Subject Files WHORM Cat.: File Location: Science & Technology [2] Date Closed: 1/5/2010 OA/ID Number: 04295-017 FOIA/SYS Case #: 2005-0336-F Appeal Case #: Re-review Case #: Appeal Disposition: P-2/P-5 Review Case #: Disposition Date: AR Case #: MR Case #: AR Disposition: MR Disposition: AR Disposition Date: MR Disposition Date: RESTRICTION CODES Presidential Records Act - [44 U.S.C. 2204(a)] Freedom of Information Act [5 U.S.C. 552(b)] P-1 National Security Classified Information [(a)(1) of the PRA] (b)(1) National security classified information [(b)(1) of the FOIA] P-2 Relating to the appointment to Federal office [(a)(2) of the PRA] (b)(2) Release would disclose internal personnel rules and practices of an P-3 Release would violate a Federal statute [(a)(3) of the PRA] agency [(b)(2) of the FOIA] P-4 Release would disclose trade secrets or confidential commercial or (b)(3) Release would violate a Federal statute [(b)(3) of the FOIA] financial information [(a)(4) of the PRA] (b)(4) Release would disclose trade secrets or confidential or financial P-5 Release would disclose confidential advice between the President information [(b)(4) of the FOIA] and his advisors, or between such advisors [a)(5) of the PRA] (b)(6) Release would constitute a clearly unwarranted invasion of P-6 Release would constitute a clearly unwarranted invasion of personal privacy [(b)(6) of the FOIA] personal privacy [(a)(6) of the PRA] (b)(7) Release would disclose information compiled for law enforcement purposes [(b)(7) of the FOIA] C. Closed in accordance with restrictions contained in donor's deed of (b)(8) Release would disclose information concerning the regulation of gift. financial institutions [(b)(8) of the FOIA] (b)(9) Release would disclose geological or geophysical information PRM. Removed as a personal record misfile. the RUSH SEAL DEPARTMENT OF THE TREASURY (If Received INCOMPLETE call (202) 566-2942) 6556 Unclass: lied (CLASSIFICATION) TO: Qlin Washington DATE: July 9,90 90 456-1139 (Name and Tel. #) FAX Number (Verify) FROM: S. (Name) (Office H/C Symbol) 335-6334 (Phone #) HANDLE AS: ROUTINE PRIORITY 0 URGENT PAGE 1 OF 1 PAGE(s) NOTE:- - Single Pages ONLY - DO NOT Staple - Provide Clear Copy (Original Not Returned) REMARKS/SUBJECT COMCEN USE ONLY - DO NOT WRITE BELOW Sender's FAX Numbers: (202) 566-8066 - (202) 535-3807 - (202) 535-5846 R & D - TOR 6556 SSN NUMBER: ARTMENT OF THE TREASURY 1990 JUL -9 PM 5 05 no math. security problem Unin Carlon polysishin sofa Tom Dorsey, OMB 395-3947 JUL-10-1990 08:43 FROM NIST DOC OFFICE TO 94567739 P.01 FACSIMILE COVER SHEET NIST-DOC OFFICE HERBERT C. HOOVER BUILDING, ROOM 4841 Washington, DC 20230 202-377-4844 FAX # up 202-377-4362 TO: NAME OLIN WETHINGTON ORGANIZATION RUSH TELEPHONE NUMBER FROM: NAME GARY P. CARVER ORGANIZATION COMMERCE TELEPHONE NUMBER 377-4596 16 NUMBER OF PAGES (INCLUDING COVER SHEET) more info to follow Here's Some addn't Gary info Have a perfect day! Withdrawal/Redaction Sheet (George Bush Library) Document No. Subject/Title of Document Date Restriction Class. and Type 06a. Memo Gary P. Carver to Deborah L. Wince-Smith 6/29/90 (b)(1) Re: CFIUS Case on the Acquistion of Semi-Gas by nippon Sanso (3 pp.) Collection: Record Group: Bush Presidential Records Office: Economic Policy Council (EPC) Series: Wethington, Olin, Files Subseries: Subject Files WHORM Cat.: File Location: Science & Technology [2] Date Closed: 1/5/2010 OA/ID Number: 04295-017 FOIA/SYS Case #: 2005-0336-F Appeal Case #: Re-review Case #: Appeal Disposition: P-2/P-5 Review Case #: Disposition Date: AR Case #: MR Case #: AR Disposition: MR Disposition: AR Disposition Date: MR Disposition Date: RESTRICTION CODES Presidential Records Act - [44 U.S.C. 2204(a)] Freedom of Information Act - [5 U.S.C. 552(b)] P-1 National Security Classified Information [(a)(1) of the PRA] (b)(1) National security classified information [(b)(1) of the FOIA] P-2 Relating to the appointment to Federal office [(a)(2) of the PRA] (b)(2) Release would disclose internal personnel rules and practices of an P-3 Release would violate a Federal statute [(a)(3) of the PRA] agency [(b)(2) of the FOIA] P-4 Release would disclose trade secrets or confidential commercial or (b)(3) Release would violate a Federal statute [(b)(3) of the FOIA] financial information [(a)(4) of the PRA] (b)(4) Release would disclose trade secrets or confidential or financial P-5 Release would disclose confidential advice between the President information [(b)(4) of the FOIA] and his advisors, or between such advisors [a)(5) of the PRA] (b)(6) Release would constitute a clearly unwarranted invasion of P-6 Release would constitute a clearly unwarranted invasion of personal privacy [(b)(6) of the FOIA] personal privacy [(a)(6) of the PRA] (b)(7) Release would disclose information compiled for law enforcement purposes [(b)(7) of the FOIA] C. Closed in accordance with restrictions contained in donor's deed of (b)(8) Release would disclose information concerning the regulation of gift. financial institutions [(b)(8) of the FOIA] (b)(9) Release would disclose geological or geophysical information PRM. Removed as a personal record misfile. Withdrawal/Redaction Sheet (George Bush Library) Document No. Subject/Title of Document Date Restriction Class. and Type 06b. Memo Deborah L. Wince-Smith to Michael Skarzynski 7/9/90 (b)(1) Re: Nippon Sanso/Semi-Gas CFIUS Invesigation (2 pp.) Collection: Record Group: Bush Presidential Records Office: Economic Policy Council (EPC) Series: Wethington, Olin, Files Subseries: Subject Files WHORM Cat.: File Location: Science & Technology [2] Date Closed: 1/5/2010 OA/ID Number: 04295-017 FOIA/SYS Case #: 2005-0336-F Appeal Case #: Re-review Case #: Appeal Disposition: P-2/P-5 Review Case #: Disposition Date: AR Case #: MR Case #: AR Disposition: MR Disposition: AR Disposition Date: MR Disposition Date: RESTRICTION CODES Presidential Records Act - [44 U.S.C. 2204(a)] Freedom of Information Act - [5 U.S.C. 552(b)] P-1 National Security Classified Information [(a)(1) of the PRA] (b)(1) National security classified information [(b)(1) of the FOIA] P-2 Relating to the appointment to Federal office [(a)(2) of the PRA] (b)(2) Release would disclose internal personnel rules and practices of an P-3 Release would violate a Federal statute [(a)(3) of the PRA] agency [(b)(2) of the FOIA] P-4 Release would disclose trade secrets or confidential commercial or (b)(3) Release would violate a Federal statute [(b)(3) of the FOIA] financial information [(a)(4) of the PRA] (b)(4) Release would disclose trade secrets or confidential or financial P-5 Release would disclose confidential advice between the President information [(b)(4) of the FOIA] and his advisors, or between such advisors [a)(5) of the PRA] (b)(6) Release would constitute a clearly unwarranted invasion of P-6 Release would constitute a clearly unwarranted invasion of personal privacy [(b)(6) of the FOIA] personal privacy [(a)(6) of the PRA] (b)(7) Release would disclose information compiled for law enforcement purposes [(b)(7) of the FOIA] C. Closed in accordance with restrictions contained in donor's deed of (b)(8) Release would disclose information concerning the regulation of gift. financial institutions [(b)(8) of the FOIA] (b)(9) Release would disclose geological or geophysical information PRM. Removed as a personal record misfile. JUL-10-1990 08:47 FROM NIST DOC OFFICE TO 94567739 P.08 SEMICONDUCTOR INDUSTRY ACQUISITIONS "ACQUIRING THE CHAIN" CHIPS (ADVANCED MICRO DEVICES) SILICON WAFERS (MONSANTO) MATERIALS AND EQUIPMENT (MATERIALS RESEARCH CORPORATION) MASKINGS (TEXAS INSTRUMENTS) CAPACITORS (AVX CORPORATION) HIGH & ULTRA PURITY POLYSILICON (UNION CARBIDE) SEMICONDUCTOR GAS PROCESSING/PURIFICATION (SEMI-GAS SYSTEMS) 30 + CFIUS NOTIFICATIONS (ACQUISITIONS) HAVE INVOLVED SEMICONDUCTOR-RELATED COMPANIES Withdrawal/Redaction Sheet (George Bush Library) Document No. Subject/Title of Document Date Restriction Class. and Type 06c. Report Re: Nippon Sanso (2 pp.) 7/10/90 (b)(1) Collection: Record Group: Bush Presidential Records Office: Economic Policy Council (EPC) Series: Wethington, Olin, Files Subseries: Subject Files WHORM Cat.: File Location: Science & Technology [2] Date Closed: 1/5/2010 OA/ID Number: 04295-017 FOIA/SYS Case #: 2005-0336-F Appeal Case #: Re-review Case #: Appeal Disposition: P-2/P-5 Review Case #: Disposition Date: AR Case #: MR Case #: AR Disposition: MR Disposition: AR Disposition Date: MR Disposition Date: RESTRICTION CODES Presidential Records Act - [44 U.S.C. 2204(a)] Freedom of Information Act - [5 U.S.C. 552(b)] P-1 National Security Classified Information [(a)(1) of the PRA] (b)(1) National security classified information [(b)(1) of the FOIA] P-2 Relating to the appointment to Federal office [(a)(2) of the PRA] (b)(2) Release would disclose internal personnel rules and practices of an P-3 Release would violate a Federal statute [(a)(3) of the PRA] agency [(b)(2) of the FOIA] P-4 Release would disclose trade secrets or confidential commercial or (b)(3) Release would violate a Federal statute [(b)(3) of the FOIA] financial information [(a)(4) of the PRA] (b)(4) Release would disclose trade secrets or confidential or financial P-5 Release would disclose confidential advice between the President information [(b)(4) of the FOIA] and his advisors, or between such advisors [a)(5) of the PRA] (b)(6) Release would constitute a clearly unwarranted invasion of P-6 Release would constitute a clearly unwarranted invasion of personal privacy [(b)(6) of the FOIA] personal privacy [(a)(6) of the PRA] (b)(7) Release would disclose information compiled for law enforcement purposes [(b)(7) of the FOIA] C. Closed in accordance with restrictions contained in donor's deed of (b)(8) Release would disclose information concerning the regulation of gift. financial institutions [(b)(8) of the FOIA] (b)(9) Release would disclose geological or geophysical information PRM. Removed as a personal record misfile. JUL-10-1990 08:48 FROM NIST DOC OFFICE TO 94567739 P.11 AUTHOR UNKNOWN ROUGH DRAFT THE CHANGING FACE OF COMPETITION IN THE GAS EQUIPMENT INDUSTRY This draft attempts to capture the major issues of the acquisition of Semi-Gas purification industry. Systems by Matheson/Nippon Sanso and its impact upon the gas equipment and 1. Loss of American Exports. Currently Semi-Gas Systems, operating with independence from a gas supplier, is the leading and perhaps the only exporter of gas systems equipment to Europe and the Asia Pacific market place. The suggested operating plan calls for Semi-Gas Systems to reduce its activities in the Asia Pacific market in the very near future resulting in a loss of revenue of approximately $3 million to $5 million per year. 2. Balance of Trade with Japan and Access to the Japanese Market. Semi-Gas Systems has been working with several marketers in Japan to expand its market share in the Japanese semiconductor industry. The acquisition brings with it the restriction of independent Semi-Gas sales activity in Japan along with a controlled access to the Japanese market through Nippon Sanso. The Japanese semiconductor equipment market is the largest in the world and the proposed acquisition will deny access to the Japanese market for the only viable U.S. gas systems producer. 3. Loss of U.S. Technology Leadership. Currently Semi-Gas has a leading technical position in the gas equipment market based on the automation technologies within its Auto-Purge® family of products and the gas purification technologies in the Nanochem® product family. Nippon Sanso has said that they wished to take both of these technologies to Japan for further development for the Japanese market. This can result in the Japanese semiconductor producers receiving the latest product and technology improvements prior to making those same technologies and improvements available to semiconductor manufacturers in the rest of the world. 4. Loss of U.S. Income Tax Revenue. It is alleged that Nippon Sanso was able to offer a substantially higher price for Semi-Gas Systems because their U.S. subsidiary, Matheson, bas substantial tax loss carry-forwards. Semi-Gas, on the other band, has been profitable over the long term and if it remained independent, would expect to pay $1+ million in income taxes over the next several years. In effect, part of the financing of this acquisition has been shouldered by the U.S. taxpayer. JUL-10-1990 08:49 FROM NIST DOC OFFICE TO 94567739 P.12 5. Loss T of U.S. Market Share of Gas Equipment. With ASGT now owned by L'Air owned. industry. This means that about 25-30% of the industry capability is U.S. Air Products and SCI are viable players in the U.S. specialty gas equipment iquide, Airco owned by BOC, and Semi-Gas owned by Nippon Sanso, only 6. Focus on Jafanese American Customers. Nippon Sanso's reasons for acquiring Semi-Gas have been stated as, "desire to have a U.S. based producer to provide equipment to the American factories of Japanese semiconductor producers". Japanese producers. Currently virtually all of Matheson's equipment sales are to U.S. factories of 7. Loss of Independence. Currently Semi-Gas Systems, as a non-aligned equipment supplier, is able to work with all gas companies, world wide, without fear of conflicts and cross purposes. The acquisition will lead to the end Semi-Gas' relationships with Linde and BOC, which could dramatically lower the sales success ratio of Semi-Gas. 8. Loss of Sematech. Semi-Gas Systems, as the first member of SEMI/Sematech and as a key contributor to the gas team at Sematech, has been able to focus its product improvement and product development strategies to rapidly develop relationship between Semi-Gas and Sematech will be severed as a result of this improved products to meet the needs of the industry. The close working acquisition and it is very likely that Semi-Gas will find it difficult to remain current with the needs of the semiconductor industry. JUL-10-1990 08:49 FROM NIST DOC OFFICE TO 94567739 P.13 STRATEGIC IMPORTANCE OF SEMI-GAS' AUTOMATION TECHNOLOGY As the semiconductor industry moves to larger size chips and finer line widths, the purity of the gases used in chip fabrication becomes ever more important. Gas purity is a function of chemical technology in the creation and purification of gases, the inherent cleanliness of the valves and piping systems containing those gases, and the procedures by which the gas systems are operated. The most common operating procedure is the exchange of empty cylinders for full cylinders of process gas. During this process a technique known as "purging" is used to eliminate unwanted or undesirable chemical contamination. The automation of these procedures has proven to greatly reduce chemical contamination of semiconductor process gases. Semi-Gas has developed a micro-processor based, automated gas control system known as Auto-Purge®. It is important to note that Semi-Gas Systems has approximately 80% of the market for automated gas systems within this country. Automation of gas systems has been fairly common in the United States for the past several years and has recently become a subject of interest to semiconductor manufacturers outside of this country. The technology for the automation of gas systems in both Japan and Europe substantially lags that of Semi-Gas Systems, the market leader in the U.S. It is also important to realize that Semi-Gas Systems has generated substantial numbers of export dollars in selling its automated gas systems to the world wide semiconductor industry. (A list of customers is attached.) In discussions with a potential Japanese acquirer, it has been clearly indicated that one of their primary interest in Semi-Gas is the acquisition of the gas systems automation technology. They have also stated that it would be their desire to import the technology to Japan, to fabricate the automation modules in Japan, and to supply the Japanese semiconductor industry from their existing systems business unit which is a current competitor to Semi-Gas Systems. The result is likely to be that another U.S. developed technology, key to the production of advanced semiconductor devices, moves into the hands of a large Japanese supplier and competitor to U.S. companies. JUL-10-1990 08:50 FROM NIST DOC OFFICE TO 94567739 P.14 STRATEGIC IMPORTANCE OF SEMI-GAS/HERCULES PURIFICATION TECHNOLOGY As the semiconductor industry moves to larger size chips and finer line widths, the purity of the gases used in chip fabrication becomes ever more important. Gas purity is a function of chemical technology in the creation and purification of gases, and inherent cleanliness of the valves and piping systems containing those gases, and the procedures by which the gas systems are operated. For a variety of technical reasons, the purification of a process gas used in the semiconductor industry, has proven to be an enabling technology. Purification, the removal of unwanted chemical contaminants, allows processes critical to the development of advanced semiconductors to be developed. Currently throughout the United States there are substantial numbers of semiconductor research projects underway to implement and fine tune these processes to enable the future technical success of the U.S. semiconductor industry. Within the last 18 months, some of these processes have moved to the production floor and are benefiting semiconductor fabricators with enhanced yields and higher quality devices of greater size and finer line widths. World wide there are four firms involved in point-of-use gas purification development. They are: Competitors Home Country Semi-Gas/Hercules United States ATM/Millipore United States SAES Italy Nippon Pionics Japan Currently Semi-Gas has the major market share in the U.S. and a rapidly increasing world wide customer base. In Japan, Nippon Pionics is the leading supplier of purifiers while in Europe and the rest of the world purification is new to the semiconductor market place. In the divestuture of Semi-Gas Systems, Hercules proposes to license to the acquirer the world wide rights to market their Nanochem® gas purification technology and materials. If a Japanese firm acquires Semi-Gas Systems they therefore will have the world wide lock on key technology to enable advanced semiconductor process development. This event could make most semiconductor maufacturers in the U.S., and perhaps the world, dependent upon technology that is resident in one country outside of the U.S. This purification technology has been proven by numerous researchers in the U.S., and Dr. Tadahiro Ohmi, a well known Japanese semiconductor process researcher, has claimed Nanochem to be "most nearly perfect". JUL-10-1990 08:51 FROM NIST DOC OFFICE TO 94567739 P.15 If this purification technology falls into the hands of a supplier who does not have the interest of the U.S. semiconductor industry in mind, another key element in the production of advanced semiconductor devices moves into the control of an offshore company. 9.9,C MILLION $$ OF CABNTS & PURGE MNFLDS 87 : 88 : 89 : 90 I 90 ::: 91 92 : 93 # 94 $ 94 PRODUCED IN THE USA (NO IMPORTS) MARKET ESTIMATED SALES MARKET ! : : I SHARE ::: I : : : SHARE country of majority ownership in parenthesis 0 @ I 2 % : : : - : : % I 4 I B. ::: : : : is SEMIGAS SYSTEMS (usa) : 10.00 : 12.70 I 16.90 1 20.10 I 46.10 ::: 24.20 $ 28.20 : 32.40 : 39.00 # 42.86 0661-01-701 I = : # $ 111 : $ = AIR PRODUCTS (usa) : 4.00 : 5.00 : 8.00 : 10.50 # 24.08 : : 1 12.00 : 13.30 : 14.00 : 15.00 # 16.48 # : I : ::: : : : : AIRCO/ 80C (britain) : 1.00 : 1.20 I 2.40 # 1.50 # 3.44 ::: 1.50 : 1.80 : 2.50 : 4.00 $ 4.40 I t : E $ : : 1 : I : : ASGT /AIR LIQUIDE (france) I 1.20 : 1.70 : 3.50 # 1.50 1 3.44 ::: 2.40 I 3.00 I 3.50 : 5.00 : 5.49 08:51 # I t I $ : : = $ I 2 CAPCO (usa) 1.00 I .00 I .00 I .00 E 0 ::: .00 E .00 # .00 I .00 = 0 I # 2 : :11 I : = CREATIVE PATHWAYS (usa) - .00 : .00 # .10 : .20 : .46 III .30 : .20 I .10 : .00 I 0 FROM 1 : I : t ::: $ : $ : FLOCON (usa): .50 : .30 , .00 : .00 # 0 :** .00 : .00 : .00 : .00 2 0 I : $ I ::: I : : FLOPURE/UNION CARBIDE (usa) : .30 : .70 $ 2.00 : 1.50 # 3.44 : : : 2.50 : 4.00 6.00 : 7.00 I 7.69 06AM : : = : = ::: : : 1 = MG SCIENTIFIC GASES Queat: .30 : .20 : .00 I .00 # 0 === .00 # .00 = .00 $ .00 2 o $ : : I I 111 : : MATHESON/NIPPON SANSO (Japans .40 : .60 : .80 1 3.00 : 6.88 :: 4.00 : 9.00 $ 13.00 : 15.00 : 16.48 I # # : $ : : : : : : PRECISION FLOW DEVICES : .10 # .00 I .00 : .00 : o ::: .00 : .00 : .00 $ .00 = o = : : : : ::: I : : PROCESS & CRYOGENICS (usa) : 1.00 : 1.00 : .70 : .50 : 1.15 NIST DOC OFFICE ::: .40 : .00 I .00 : .00 : o : : = = : : : : : : : = SCI (usa): 1.00 : 2.00 $ 4.00 : 4.50 : 10.32 ::: 3.50 : 5.00 : 6.50 : 6.00 : 6.59 I , : : = *** : I I : SCIENTIFIC GAS PRODS (usa) : .50 # .40 It .30 I .10 : .23 ::: .15 : .00 I .00 : .00 = o # I : : : ::: : : # : SILSCO (usa) # .30 I .30 I .20 : .20 : .46 ::: .30 : .30 : .00 # .00 I o I $ : : : *** t : : $ SSE (usa) : .10 : .00 * .00 E .00 I 0 ::: .00 : .00 # .00 : .00 - o : I : I # ::: : : # : VSM (usa) .10 : .00 # .00 : .00 # o === .00 : .00 : .00 : .00 = 0 : I : : I ::: 1 = : : VERIFLO (usa) # .50 I .30 .00 : .00 0 ::: TO : .00 : .00 : .00 : .00 : o I : : : : ::: : : : : = : : : I ::: : : : TOTAL USA c : 22.30 : 26.40 = 38.90 : 43.60 :100.00 ::: 51.25 I 64.80 : 78.00 : 91.00 100.00 # Q.9.C : 87 : 88 # 89 I 90 : 90 ::: 91 : 92 : 93 # 94 # 94 MILLIONS ** CABNTS & PURGE MANIFOLDS : MARKET ESTIMATED SALES MARKET # : I $ I SHARE ::: : : : SHARE PRODUCED IN EUROPE (NO EXPORTS) : = # : % : : I : : : % I % : : : : : I : : : : 2 : : # : : : : , : 1 I SEMIGAS SYSTEMS LTD. (britai: 1.70 : 1.20 : 1.70 : 2.80 : 19.31 ::: 3.50 # 5.00 I 6.50 : 7.00 : 25.41 : : : : : ::: : : : 1 AIR PRODUCTS (usa) : 1.50 : 2.00 E 2.20 : 2.60 : 17.93 ::: 3.50 : 5.00 : 5.70 : 6.70 : 24.32 : : : : : ::: : : # I 94567739 DRAEGGER (germany) .00 : .00 : .00 : .20 : 1.38 : : : .20 : .00 : .00 : .00 : o : : : : : ::: : # : $ P.K. MUELLER (germany) I 1.00 : 1.10 : 1.30 : 1.40 : 9.66 ::: 1.00 : .50 : .20 : .00 = o I I : : : : : : : : BOC : (britain): 2.00 $ 2.00 1 2.20 : 2.60 # 17.93 ... 3.70 $ 5.60 t 5.10 : 6.10 : 22.14 P.16 Withdrawal/Redaction Sheet (George Bush Library) Document No. Subject/Title of Document Date Restriction Class. and Type 07a. Memo Deborah L. Wince-Smith to Michael Skarzynski 7/9/90 (b)(1) Re: Nippon Sanso/Semi-Gas CFIUS Invesigation (2 pp.) Collection: Record Group: Bush Presidential Records Office: Economic Policy Council (EPC) Series: Wethington, Olin, Files Subseries: Subject Files WHORM Cat.: File Location: Science & Technology [2] Date Closed: 1/5/2010 OA/ID Number: 04295-017 FOIA/SYS Case #: 2005-0336-F Appeal Case #: Re-review Case #: Appeal Disposition: P-2/P-5 Review Case #: Disposition Date: AR Case #: MR Case #: AR Disposition: MR Disposition: AR Disposition Date: MR Disposition Date: RESTRICTION CODES Presidential Records Act - [44 U.S.C. 2204(a)] Freedom of Information Act - [5 U.S.C. 552(b)] P-1 National Security Classified Information [(a)(1) of the PRA] (b)(1) National security classified information [(b)(1) of the FOIA] P-2 Relating to the appointment to Federal office [(a)(2) of the PRA] (b)(2) Release would disclose internal personnel rules and practices of an P-3 Release would violate a Federal statute [(a)(3) of the PRA] agency [(b)(2) of the FOIA] P-4 Release would disclose trade secrets or confidential commercial or (b)(3) Release would violate a Federal statute [(b)(3) of the FOIA] financial information [(a)(4) of the PRA] (b)(4) Release would disclose trade secrets or confidential or financial P-5 Release would disclose confidential advice between the President information [(b)(4) of the FOIA] and his advisors, or between such advisors [a)(5) of the PRA] (b)(6) Release would constitute a clearly unwarranted invasion of P-6 Release would constitute a clearly unwarranted invasion of personal privacy [(b)(6) of the FOIA] personal privacy [(a)(6) of the PRA] (b)(7) Release would disclose information compiled for law enforcement purposes [(b)(7) of the FOIA] C. Closed in accordance with restrictions contained in donor's deed of (b)(8) Release would disclose information concerning the regulation of gift. financial institutions [(b)(8) of the FOIA] (b)(9) Release would disclose geological or geophysical information PRM. Removed as a personal record misfile. Withdrawal/Redaction Sheet (George Bush Library) Document No. Subject/Title of Document Date Restriction Class. and Type 07b. Report Re: Nippon Sanso (2 pp.) 7/9/90 (b)(1) Collection: Record Group: Bush Presidential Records Office: Economic Policy Council (EPC) Series: Wethington, Olin, Files Subseries: Subject Files WHORM Cat.: File Location: Science & Technology [2] Date Closed: 1/5/2010 OA/ID Number: 04295-017 FOIA/SYS Case #: 2005-0336-F Appeal Case #: Re-review Case #: Appeal Disposition: P-2/P-5 Review Case #: Disposition Date: AR Case #: MR Case #: AR Disposition: MR Disposition: AR Disposition Date: MR Disposition Date: RESTRICTION CODES Presidential Records Act [44 U.S.C. 2204(a)] Freedom of Information Act - [5 U.S.C. 552(b)] P-1 National Security Classified Information [(a)(1) of the PRA] (b)(1) National security classified information [(b)(1) of the FOIA] P-2 Relating to the appointment to Federal office [(a)(2) of the PRA] (b)(2) Release would disclose internal personnel rules and practices of an P-3 Release would violate a Federal statute [(a)(3) of the PRA] agency [(b)(2) of the FOIA] P-4 Release would disclose trade secrets or confidential commercial or (b)(3) Release would violate a Federal statute [(b)(3) of the FOIA] financial information [(a)(4) of the PRA] (b)(4) Release would disclose trade secrets or confidential or financial P-5 Release would disclose confidential advice between the President information [(b)(4) of the FOIA] and his advisors, or between such advisors [a)(5) of the PRA] (b)(6) Release would constitute a clearly unwarranted invasion of P-6 Release would constitute a clearly unwarranted invasion of personal privacy [(b)(6) of the FOIA] personal privacy [(a)(6) of the PRA] (b)(7) Release would disclose information compiled for law enforcement purposes [(b)(7) of the FOIA] C. Closed in accordance with restrictions contained in donor's deed of (b)(8) Release would disclose information concerning the regulation of gift. financial institutions [(b)(8) of the FOIA] (b)(9) Release would disclose geological or geophysical information PRM. Removed as a personal record misfile. JUL-09-1990 16:11 FROM UNDER SEC OF TECHNOLOGY TO 94567739 P.06 SEMICONDUCTOR INDUSTRY ACQUISITIONS "ACQUIRING THE CHAIN" CHIPS (ADVANCED MICRO DEVICES) SILICON WAFERS (MONSANTO) MATERIALS AND EQUIPMENT (MATERIALS RESEARCH CORPORATION) MASKINGS (TEXAS INSTRUMENTS) CAPACITORS (AVX CORPORATION) I HIGH & ULTRA PURITY POLYSILICON (UNION CARBIDE) SEMICONDUCTOR GAS PROCESSING/PURIFICATION (SEMI-GAS SYSTEMS) 30 + CFIUS NOTIFICATIONS (ACQUISITIONS) HAVE INVOLVED SEMICONDUCTOR-RELATED COMPANIES JUL-09-1990 16:11 FROM UNDER SEC OF TECHNOLOGY TO 94567739 P.07 AUTHOR UNKNOWN ROUGH DRAFT THE CHANGING FACE OF COMPETITION IN THE GAS EQUIPMENT INDUSTRY This draft attempts to capture the major issues of the acquisition of Semi-Gas Systems by Matheson/Nippon Sanso and its impact upon the gas equipment and purification industry. 1. Loss of American Exports. Currently Semi-Gas Systems, operating with independence from a gas supplier, is the leading and perhaps the only exporter of gas systems equipment to Europe and the Asia Pacific market place. The suggested operating plan calls for Semi-Gas Systems to reduce its activities in the Asia Pacific market in the very near future resulting in a loss of revenue of approximately $3 million to $5 million per year. 2. Balance of Trude with Japan and Access to the Japanese Market. Semi-Gas Systems has been working with several marketers in Japan to expand its market share in the Japanese semiconductor industry. The acquisition brings with it the restriction of independent Semi-Gas sales activity in Japan along with a controlled access to the Japanese market through Nippon Sanso. The Japanese semiconductor equipment market is the largest in the world and the proposed acquisition will deny access to the Japanese market for the only viable U.S. gas systems producer. 3. Loss of U.S. Technology Leadership. Currently Semi-Gas has a leading technical position in the gas equipment market based on the automation technologies within its Auto-Purge® family of products and the gas purification technologies in the Nanochem® product family. Nippon Sanso has said that they wished to take both of these technologies to Japan for further development for the Japanese market. This can result in the Japanese semiconductor producers receiving the latest product and technology improvements prior to making those same technologies and improvements available to semiconductor manufacturers in the rest of the world. 4. Loss of U.S. Income Tax Revenue. It is alleged that Nippon Sanso was able to offer a substantially higher price for Semi-Gas Systems because their U.S. subsidiary, Matheson, bas substantial tax loss carry-forwards. Semi-Gas, on the other hand, has been profitable over the long term and if it remained independent, would expect to pay $1+ million in income taxes over the next several years. In effect, part of the financing of this acquisition has been shouldered by the U.S. taxpayer. JUL-09-1990 -16:12 FROM UNDER SEC OF TECHNOLOGY TO 94567739 P.08 5. Loss of U.S. Market Share of Gas Equipment. With ASGT now owned by L'Air T impride, Airco owned by ROC, and Semi-Gas owned by Nippon Sanso, only Air Products and SCI are viable players in the U.S. specialty gas equipment industry. This means that about 25-30% of the industry capability is U.S. } owned. 6. Focus on Japanese American Customers. Nippon Sanso's reasons for acquiring Semi-Gas have been stated as, "desire to have a U.S. based producer to provide equipment to the American factories of Japanese semiconductor producers". Currently virtually all of Matheson's equipment sales are to U.S. factories of Japanese producers. 7. Loss of Independence. Currently Semi-Gas Systems, as a non-aligned equipment supplier, is able to work with all gas companies, world wide, without fear of conflicts and cross purposes. The acquisition will lead to the end Semi-Gas' relationships with Linde and BOC, which could dramatically lower the sales success ratio of Semi-Gas. 8. Loss of Sematech. Semi-Gas Systems, as the first member of SEMI/Sematech and as a key contributor to the gas team at Sematech, has been able to focus its product improvement and product development strategies to rapidly develop improved products to meet the needs of the industry. The close working relationship between Semi-Gas and Sematech will be severed as a result of this acquisition and it is very likely that Semi-Gas will find it difficult to remain current with the needs of the semiconductor industry. JUL-10-1990 08:46 FROM NIST DOC OFFICE TO 94567739 P.06 parent company that intends to sell Semi-Gas to Nippon Sanso and this corporation refused a buy-out offer from Semi-Gas management. Hercules denigrated the quality of Semi-Gas technology and characterized it as soon- to-be obsolete. Credible opposing technical views state this is not true and these views were not considered. (b) Testimony from SEMATECH, which has an ongoing R&D effort with Semi-Gas that may have to be discontinued, was discounted as lacking credibility and being ridiculous. SEMATECH represents a significant fraction of the U.S. semiconductor industry. It receives $100M, one half its annual budget, from DARPA; this is because the semiconductor industry has been judged to be important to national security. Yet SEMATECH's claims that were judged incredible were not separately investigated. Neither were the effects of any setback in SEMATECH's efforts evaluated in relation to their impact development. on the capabilities of member firms engaged in military systems There are a number of other concerns, including the thoroughness of the investigation, the adequacy of the technical qualifications of those involved in the review, and the objectivity of the review, that raise questions that perhaps should carry out our responsibilities. not be ignored by Commerce. This is especially true if we are to conscientiously There are important issues here that are larger than the CFIUS process. It is appropriate for Commerce to go on record as opposing this sale on the basis of the cumulative impact of sales of leading semiconductor materials and process technology. Semiconductor technology is necessary for a capability in electronics, on which virtually all defense weapon systems communication systems, command and control systems, and other systems such as SDI depend. This is recognized by others, which explains why this case has attracted attention in the press. 1 urge you to consider voting against approval of the final CFIUS recommendations in this case, activating available mechanisms in the CFIUS process to document Commerce concerns related to the cumulative trends in foreign acquisitions of U.S. enabling technology firms, and working with me to develop a forum on such issues competitiveness. as the relation among national security, economic security, enabling technology, and cc: Wayne Berman Juan Benitez D/S Murrin U/S White 07/12/90 16:47 NO. 109 P002 Table 1 Japanese Investments in Selected U.S. Electronics Industries (Number of Transactions from 1980 to April 1990) Industry Equity Acquisitions Joint Ventures Total Semiconductor 3 21 2 26 Materials Semiconductor 10 8 7 25 Mfg. Equipment Semiconductors 24 15 2 41 Telecom Equip. 6 9 1 16 Computer Systems 16 - - 16 Computer Parts 15 16 3 34 and Peripherals Computer Software 10 1 - 11 Total Japanese 84 70 19 169 Investments Sources: Selected publications of the Office of Trade and Investment Analysis, ITA, U.S. Department of Commerce, the Japan Economic Institute, and the American Electronics Association, Japan Office. 07/12/90 16:47 NO. 109 P003 Table 2 Japanese Investments in Selected U.S. Electronics Industries (Number of Transactions) 1980- 1985- 4 Mths Industry 1984 1989 1990 Total Semiconductor 3 22 1 26 Materials Semiconductor 1 21 3 25 Mfg. Equipment Semiconductors 3 34 4 41 Telecom Equipment 3 11 2 16 Computer Systems 1 13 2 16 Computer Parts 6 24 4 34 and Peripherals Computer Software 1 7 3 11 Total Japanese 18 132 19 169 Investments Sources: Selected publications of the Office of Trade and Investment Analysis, ITA, U.S. Department of Commerce, the Japan Economic Institute, and the American Electronics Association, Japan Office. 07/12/90 16:50 NO. 110 P002 Japanese Investments in Selected U.S. Electronics Industries 1, Semiconductor Materials Japanese Investor U.S. Company Investment Type Industry Tama Chemicals Moses Lake Acquisition (1985) Hi purity Chemicals chemicals Asani Diamond Genasystems 50/50 JV (1989) Thin-film with GE coatings for semicond, Shin-Etsu Huls America Equity (1989) Photoresists Handotai Nippon Sanso Matheson Gas Acquisition (1989) Specialty Products Gases Nippon Gaishi Cabot Beryllium Acquisition Semi. mat. Toshiba Ceramics Quartz Internat'l Acquisition (1986) Quartz/ pyrex mat. Toson Weiss Scientific Acquisition (1989) Borosilicate/ quartz glass Mitsui Mining Allied Signal 50/50 JV (1978) Copper foil for ICs Nippon Mining Gould Acquisition (1988) Copper foil for ICs Furakawa Electric Square D Yates Acquisition (1989) Copper foil Division for ICe Mitsui Hi-tec International Acquisition (1980) Leadframes Leadframe Corp. for ICE Nisshin Steel Thinsheet Metals Acquisition (1985) Leadframes Nippon Mining Koltron Equity-33% (1986) Leadframes Kyocera Ceradyne Acquisition (1978) Ceramic mat. Hitachi Ceraclad Acquisition (1989) Ceramic mat. Asani Glass Olin 50/50 JV (1986) Ceramic substrates Kyocera AVX Acquisition (1989) Ceramic substrates 07/12/90 16:50 NO. 110 P003 Japanese Investor U.S. Company Investment Type Industry Tokuyama Soda General Ceramic Acquisition (1989) Ceramic packages Shin-Etsu Hemlock Semicond. Equity-25% (1984) Polycryst. Handotai/ Silicon Mitsubishi Metal Eduity-12% Nippon Kokan Great Western Adquisition (1985) Polycryst. (GE subsidiary) silicon Komatsu Union Carbide Acquisition (1990) Polycryst. Division silicon Mitsubishi Metal Siltec Adquisition (1986) Silicon/ wafers Showa Musen Kogyo T.A. Hand Adquisition (1981) Silicon wafers Kawasaki Steel NBK Acquisition (1985) Silicon wafers Osaka Titanium U.S. Semiconductor Adquisition (1987) Epitaxial wafers Osaka Titanium Cincinnati Milac. Adquisition (1989) Silicon Semiconductor Mat. wafers Toson Varian Specialty Acquisition (1988) Sputtering Metals targets Sony Materials Research Acquisition (1989) Sputtering targete 07/12/90 16:50 NO. 110 P004 2. Semiconductor Manufacturing Equipment Japanese Investor U.S. Company Investment Type Industry Tokuda Works Tylan Corporation 50/50 JV (1986) Etchers Sumitomo Lam Research Equity-20% (1989) Plasma etch systems Marubeni Hytech Ion Beam Tech. Equity-12% (1986) Ion beam Equipment Sumitomo Heavy Radiation Dynamics Acquisition (1986) E beam Industries accelerators Canon Lepton Equity (1987) E beam patt. gen. Fuji Electric PPC Equity-348 E beam equip. Sumitomo Heavy Eaton Implant J.V. Implant Equipment Hoya Micro Mask Acquisition (1989) Photomasks Topan Texas Instruments Acquisition (1989) Photomasks Photomask Div. Uemura Industry Automated Acquisition (1989) IC plating Semiconductor Ulvac BTU Internat'l 50/50 JV (1989) Wafer proc. systems Tokyo Electron Thermo J.V. SME* Tokyo Electron Lam J.V. SME NEC Anelva (Varian Adquisition (1985) SME subsidiary) Samco March 50/50 JV (1986) SME Sumitomo GCA Equity (1987) SME * SME- Semiconductor manufacturing equipment. 07/12/90 16:51 NO. 110 P005 Japanese Investor U.S. Company Investment Type Industry Seki Novellus Systems Acquisition (1988) SME Tokyo Electron Varian 50/50 JV (1989) SME Nippon Sanso Semi-Gas Systems Acquisition (1990) SME (Pend.) Hamamatsu Inspex Equity-80% (1978) Wafer Photonics insp. eq. Nippon Steel Holon Equity (1987) Wafer insp. eq. Mitsubishi Si Scan Systems Equity-25% (1985) Semi. test equipment Advantest Integrated Circuit Equity-38% IC testers Testing Advantest Sym-Tek Systems Equity-10% (1988) IC testers Sumitomo LTX Equity (1990) IC testers Advantest Aenr Test Acquisition (1990) IC testers (pending) 07/12/90 16:51 NO. 110 P006 3. Semiconductors Japanese Investor U.S. Company Investment Type Industry Sony Vitelic Equity (1985) CMOS DRAME Kyocera Vitelic Equity-108 (1987) CMOS DRAME Oki Vitelic Equity (1989) CMOS DRAMS Exar (Ronm) Excel Acquisition (1986) EEPROMS New Japan Steel Simtek Equity-25% (1987) EEPROMS Sumitomo Metal Standard Micro Equity-20% (1986) ASICe Yamana Chips & Technol. Equity (1987) ASICs TDK Corp. Silicon Systems Acquisition (1989) ASICs Fuji Electric Barvon BICMOS Equity (1988) ASICS Toshiba/Mitsui International Acquisition (1989) ASICe CMOS Systems Toshiba Integrated CMOS Equity-14% (1990) ASICs Kubota MIPS Computer Equity-20% (1987) RISC MPUS Fujitsu VIA Technologies Equity (1989) RISC chip sets ASCII Tera Microsystems Equity-5% RISC chip sets NTT Photonic Integrat. Equity-49% (1987) Optoelectron. Mitsubishi Research (New co.) Equity-41% ICE Batelle (U.S.) Equity-10% Nippon Sheet Epitaxx Acquisition (1990) Optoelectron. Glass ICs Mitsui Gain Electronics Equity-40% (1986) GaAS ICs Nippon Mining Menlo Technologies Equity-30% (1989) GaAS microwave telecom ICe Shin-Etsu Chem. Brooktree Equity (1987) Graphics ICs Ronm Xetel Equity-63% (1986) IC design Asani Chemical Crystal Semi. Equity-88 (1987) Analog ICs Rohm Exar Acquisition (1971) ICE 07/12/90 16:52 NO. 110 P007 Japanese Investor U.S. Company Investment Type Industry Seiko Epson Micro Power Acquisition (1973) ICB Toshiba Marumon Acquisition (1980) ICE Seiko Epson SMOS Systems Acquisition (1983) ICs Furukawa Electric Bell's Computer Acquisition (1988) ICe Memory Division Asahi Glass Aegis, Inc. Equity-498 (1987) Parts for ICe Mitsubishi Chem. EXXON Optical Info Acquisition (1981) Semi. laser Systems Division devices Kobe Steel GCA Laser Division Equity (1986) Semi. laser devices Mitsui Zoran Equity-5% (1987) Signal proc. chips Shizuki Electric TRW Capacitor Div. Acquisition Capacitors Koa Denko Speer Electronics Equity-51% Resistors Fuji Kobunshi Technical Wire Acquisition (1989) Liq. cryst. Kogyo Prod. Division connectors Kyocera Elco Equity Connectors Mitsubishi Powerex Equity-33% (1985) Discrete devices Mitsubishi Semicon Acquisition (1986) Disc. dev./ PCBs Sumitomo Bakelite Sheldahl Acquisition (1987) PCBs Ricon Panatech Research Acquisition Semiconduct. Toppan Printing Industrial Circ. Acquisition Semiconduct, Toshiba Westinghouse 50/50 JV (1988) PCBs Oki Electric Hewlett Packard 50/50 JV (1989) PCBs Joppa Prostar Equity (1990) PCBs Hitachi Kollmorgen Acquisition (1990) PCBs Division 07/12/90 16:52 NO. 110 P008 4. Telecommunications Equipment Japanese Investor U.S. Company Investment Type Industry Fujitsu Burroughs Imaging Acquisition (1986) Facsimiles Systems Div. Fujitsu GTE Business Equity-80% (1988) PBXs Systems Div. NEC Tel Plus Acquisition (1989) PBXs Mitsubishi Elec. Astronet Corp. Bquity-25% (1984) Cellular Mitsubishi -24% telephones Kenwood Hughes Network 50/50 JV (1989) 2-way mobile System satellite commun. eq. Uniden Magellan Systems Equity-25% (1989) Satellite commun. eq. AWA UVC Equity-50% (1990) Video communic. Fujitsu American Telecom Acquisition (1980) Telephone equipment Fujitsu TRAN Telecom. Acquisition (1980) Telephone equipment NEC AIM Telephones Equity-10% Telephone equipment NEC API Telephone Acquisition (1988) Telephone Systems equipment Sony CXC Corporation Acquisition (1988) Telephone equipment Asani Phonemate Acquisition (1989) Telephone equipment NEC MTI Business Bquity-40% (1989) Telecom Commun. Systems equipment Sharp Hycom Acquisition (1989) Telecom equipment Ancitsu Wiltron Acquisition (1990) Microwave test equip. 07/12/90 16:52 NO. 110 P009 5. Computer Systems Japanese Investor U.S. Company Mitsui Investment Type Stellar Industry Equity Graphics Kubota Ardent supercomp. Equity-25% (1987) Graphics supercomp. Equity-448 (1989) Kubota Stardent Equity-228 (1989) Graphice (merger of Ardent and Stellar) supercomp. Yokogawa Electric Supertek Equity-16% (1989) Minisuper. Fujitsu Amdahl Equity-46% (1973) Mainframes/ Equity-49% (1983) lge disk storage Hitachi National Advanced Equity-80% (1989) Mainframes Sanyo Electric Icon Equity-40% (1987) Supermini Kyocera Counterpoint Equity (1986) Workstations Kubota MIPS Computer Equity-20% (1987) Workstations Matsushita Solbourne Equity-52% (1988) Workstations Canon NEXT Computer Equity-178 (1989) Workstatione Nippon Kokan Silicon Graphics Equity-5% (1990) Workstations Fujitsu Poquet Equity-388 (1989) Sub-laptop computers Tosniba Dynabook Equity (1989) Sub-laptop computers Nippon Steel Synergy Computer Equity (1990) CAD/CAM Graphics Corp. systems 07/12/90 16:53 NO. 110 P010 6. Computer Components and Peripherals Japanese Investor U.S. Company Investment Type Industry Minebea Hi-tek Corp. Acquisition (1983) Keyboarde Minebea Keytronic Equity-30% (1986) Reyboards Gunze Graphics Tech. Equity-50% (1989) Touch panels Toshiba Toshiba-Westinghse $0/50 JV CRTs with Westinghouse Nippon Chemi-Con Data Ray Acquisition (1983) Hi res. video display TDK Display Components Acquisition (1987) Components (IBM/DEC supplier) for hi res. displays Furukawa Electric Internat'l Compon. Acquisition (1988) Alum disk Technology blanks Marubeni Komag Equity-5% (1985) Thin-film disks Kubota Akashic Memories Acquisition (1987) Thin-film disks Asani Glass Komag Equity-20% (1988) Thin-film disks Kobe Steel Komag Equity-20% (1990) Thin-film disks Hitachi Trimedia Acquisition Thin-film disks Mitsubishi Verbatim Acquisition (1990) Floppy disks Hitachi Metal Systems Magnetic Acquisition (1984) Voice coil motors for disk drives Minebea UMC Corp. Acquisition (1984) D.C. motors Minebea IMC Magnetics Acquisition (1985) Power supplies 07/12/90 16:53 NO. 110 P011 Japanese Investor U.S. Company Investment Type Industry Taiyo Yuden Xentek Equity-80% Power supplies Minebea Harris Miami Lakes Acquisition (1985) Switching Division regulators Fujitsu Intelligent Acquisition Storage Storage systems Dai-Ichi Kangyo Racet Equity-30% (1984) Mass storage Kobe Steel Racet Equity-10% (1987) Mass storage Equity-51% (1989) systems Japan Assoc. Syquet Tech. Equity (1984) Winchester disk drives Finance Kyocera LaPine Technology Acquisition (1987) Magnetic disk drives Kubota Maxtor Equity Magnetic disk drives Kubota Maxoptic 25% JV (1989) Optical disk with Maxtor (U.S.) drives Kawasaki Steel Literal 21% JV (1990) Optical disk with Kodak and drives Olivetti (Italy) Kubota Exabyte Equity-8% (1987) Cartridge tape drives Nakamichi Corp. Mountain Computer Acquisition (1988) Cartridge tape drives Mitsubishi Amtech Equity-10% Recognition systems Nippon Steel GTX Corporation Equity-21% (1987) Automatic drawing recog. syst. Hitachi Dataproducts Acquisition (1990) Printers (pending) Graphtec Precision Image Equity-41% (1988) Color plotters Kao Corporation Sentinel Tech. Acquisition (1988) Computer peripherale 07/12/90 16:54 NO. 110 P012 7. Computer Software Japanese Investor U.S. Company Investment Type Industry Mitsubishi Microrim Equity-5% (1983) RDBMS for PCs Computer Software Foothill Research Equity-50% (1986) Software Kubota Synthesis Software Equity-5% (1988) Software for RISC systems Yamaichi Univen Integrated Systems Equity (1989) Software Nikkei Info. Sys. Excalibur Tecn. Equity (1989) AI software Sony Information Equity-20% (1989) Network Presentation Tech. software Chikyu Kagaku Telemar Resources Equity (1989) Image proc. Sogo Kenkyujo software Kubota Rasna Equity-15% (1989) CAE software Muton Kurta Acquisition (1990) CAD/CAM software Advantest Knight's Tech. Equity-15% (1990) CAD software Dai Nippon Screen Island Graphics Equity-79% (1990) Graphics software