Tim, Borghi (Pd): “Golden Power? Draghi has the capacity of discernment to make the most appropriate choices, together with the government, for the protection of the national interest”
Vivendi has announced that it will not resign its stake in Tim, what will happen and how do you think the offer of the American Kkr will end?
“Let me make an indispensable premise: the issue of telecommunication networks, and their growing development in parallel with the new generation infrastructures, refers directly to the security paradigm of a country. As such, it requires a review of the entire “communication and digital ecosystem” in the light of Italy’s security parameters, as part of a desirable “National Security Strategy” that embraces all strategic infrastructures. Market, reorganization and industrial policy operations are placed in this context. Having said that, it seems to me that there are still expressions of interest on the specific event, for which a completed judgment appears premature “.
What should the Draghi government do? Should Golden Power be activated, also considering issues related to national security and the network?
“We need to understand the terms of the proposal on the merits. KKR has defined the possible takeover as “friendly”, but many contents and intentions are not yet known. Surely President Draghi has the capacity of discernment to make the most appropriate choices, together with the government, for the purpose of protecting the national interest ”.
Do you think that behind this story there is the Atlanticism of Prime Minister Draghi?
“I don’t know if there is a causal link between the Premier’s Euro-Atlantic posture and the decision of an American fund to invest in Italy. However, I think that the first feature is definitely good news, and the second could be good under certain conditions ”.
Isn’t it strange that the minister of technological innovation, Vittorio Colao, former Vodafone number one, has not yet expressed himself?
“I believe that on these matters, given the complexity and the many issues in the field – not least the issue of occupational protection – the government will be able to express itself in a unified manner and on the basis of a general direction of administrative action that is formed in the Council of the Ministers, and after an indispensable confrontation with the majority political forces “.
The majority has split again. Salvini says no to the Americans, strong doubts also from the M5S. Doesn’t politics risk appearing as always divided and quarrelsome?
“Two years ago we were worried about a potential Chinese invasion, to the point that Copasir unanimously dismissed a report on cyber and telecommunications security. If today we talk about the US instead of China, it means that decisive and positive steps have been taken. After that, we need judgments on issues of merit and not ideological flags. When the – decisive – detailed aspects are on the table, it will be possible to formulate completed judgments and reach summaries in the interest of the Republic “.
Cassa Depositi e Prestiti holds 9.81% of Tim, need a CDP share? In your opinion, what should the CEO and general manager Dario Scannapieco do?
“We are facing a very far-reaching operation: industrial, financial, technological, employment, geopolitical. A country-strategy is therefore needed to standardize choices and activities. If well set up, it can allow Italy to make the necessary qualitative leap. Starting with a profound reflection on the unbundling of the network, and on the role of the public as guarantor of strategic infrastructures “.
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