Stratfor on Middle East crisis

[Partridge]

Middle East Crisis: Backgrounder

Israel lives with three realities: geographic, demographic and cultural. Geographically, it is at a permanent disadvantage, lacking strategic depth. It does enjoy the advantage of interior lines -- the ability to move forces rapidly from one front to another. Demographically, it is on the whole outnumbered, although it can achieve local superiority in numbers by choosing the time and place of war. Its greatest advantage is cultural. It has a far greater mastery of the technology and culture of war than its neighbors.

Two of the realities cannot be changed. Nothing can be done about geography or demography. Culture can be changed. It is not inherently the case that Israel will have a technological or operational advantage over its neighbors. The great inherent fear of Israel is that the Arabs will equal or surpass Israeli prowess culturally and therefore militarily. If that were to happen, then all three realities would turn against Israel and Israel might well be at risk.

That is why the capture of Israeli troops, first one in the south, then two in the north, has galvanized Israel. The kidnappings represent a level of Arab tactical prowess that previously was the Israeli domain. They also represent a level of tactical slackness on the Israeli side that was previously the Arab domain. These events hardly represent a fundamental shift in the balance of power. Nevertheless, for a country that depends on its cultural superiority, any tremor in this variable reverberates dramatically. Hamas and Hezbollah have struck the core Israeli nerve. Israel cannot ignore it.

Embedded in Israel's demographic problem is this: Israel has national security requirements that outstrip its manpower base. It can field a sufficient army, but its industrial base cannot supply all of the weapons needed to fight high-intensity conflicts. This means it is always dependent on an outside source for its industrial base and must align its policies with that source. At first this was the Soviets, then France and finally the United States. Israel broke with the Soviets and France when their political demands became too intense. It was after 1967 that it entered into a patron-client relationship with the United States. This relationship is its strength and its weakness. It gives the Israelis the systems they need for national security, but since U.S. and Israeli interests diverge, the relationship constrains Israel's range of action.

During the Cold War, the United States relied on Israel for a critical geopolitical function. The fundamental U.S. interest was Turkey, which controlled the Bosporus and kept the Soviet fleet under control in the Mediterranean. The emergence of Soviet influence in Syria and Iraq -- which was not driven by U.S. support for Israel since the United States did not provide all that much support compared to France -- threatened Turkey with attack from two directions, north and south. Turkey could not survive this. Israel drew Syrian attention away from Turkey by threatening Damascus and drawing forces and Soviet equipment away from the Turkish frontier. Israel helped secure Turkey and turned a Soviet investment into a dry hole. Once Egypt signed a treaty with Israel and Sinai became a buffer zone, Israel became safe from a full peripheral war – everyone attacking at the same time. Jordan was not going to launch an attack and Syria by itself could not strike. The danger to Israel became Palestinian operations inside of Israel and the occupied territories and the threat posed from Lebanon by the Syrian-sponsored group Hezbollah.

In 1982, Israel responded to this threat by invading Lebanon. It moved as far north as Beirut and the mountains east and northeast of it. Israel did not invade Beirut proper, since Israeli forces do not like urban warfare as it imposes too high a rate of attrition. But what the Israelis found was low-rate attrition. Throughout their occupation of Lebanon, they were constantly experiencing guerrilla attacks, particularly from Hezbollah. Hezbollah has two patrons: Syria and Iran . The Syrians have used Hezbollah to pursue their political and business interests in Lebanon. Iran has used Hezbollah for business and ideological reasons. Business interests were the overlapping element. In the interest of business, it became important to Hezbollah, Syria and Iran that an accommodation be reached with Israel. Israel wanted to withdraw from Lebanon in order to end the constant low-level combat and losses.

Israel withdrew in 1988, having reached quiet understandings with Syria that Damascus would take responsibility for Hezbollah, in return for which Israel would not object to Syrian domination of Lebanon. Iran, deep in its war with Iraq, was not in a position to object if it had wanted to. Israel returned to its borders in the north, maintaining a security presence in the south of Lebanon that lasted for several years.

As Lebanon blossomed and Syria's hold on it loosened, Iran also began to increase its regional influence. Its hold on some elements of Hezbollah strengthened, and in recent months, Hezbollah -- aligning itself with Iranian Shiite ideology -- has become more aggressive. Iranian weapons were provided to Hezbollah, and tensions grew along the frontier. This culminated in the capture of two soldiers in the north and the current crisis.

It is difficult to overestimate the impact of the soldier kidnappings on the Israeli psyche. First, while the Israeli military is extremely highly trained, Israel is also a country with mass conscription. Having a soldier kidnapped by Arabs hits every family in the country. The older generation is shocked and outraged that members of the younger generation have been captured and worried that they allowed themselves to be captured; therefore, the younger generation needs to prove it too can defeat the Arabs. This is not a primary driver, but it is a dimension.

The more fundamental issue is this: Israel withdrew from Lebanon in order to escape low-intensity conflict. If Hezbollah is now going to impose low-intensity conflict on Israel's border, the rationale for withdrawal disappears. It is better for Israel to fight deep in Lebanon than inside Israel. If the rockets are going to fall in Israel proper, then moving into a forward posture has no cost to Israel.

From an international standpoint, the Israelis expect to be condemned. These international condemnations, however, are now having the opposite effect of what is intended. The Israeli view is that they will be condemned regardless of what they do. The differential between the condemnation of reprisal attacks and condemnation of a full invasion is not enough to deter more extreme action. If Israel is going to be attacked anyway, it might as well achieve its goals.

Moreover, an invasion of Hezbollah-held territory aligns Israel with the United States. U.S. intelligence has been extremely concerned about the growing activity of Hezbollah, and U.S. relations with Iran are not good. Lebanon is the center of gravity of Hezbollah, and the destruction of Hezbollah capabilities in Lebanon, particularly the command structure, would cripple Hezbollah operations globally in the near future. The United States would very much like to see that happen, but cannot do it itself. Moreover, an Israeli action would enrage the Islamic world, but it would also drive home the limits of Iranian power. Once again, Iran would have dropped Lebanon in the grease, and not been hurt itself. The lesson of Hezbollah would not be lost on the Iraqi Shia -- or so the Bush administration would hope.

Therefore, this is one Israeli action that benefits the United States, and thus helps the immediate situation as well as long-term geopolitical alignments. It realigns the United States and Israel. This also argues that any invasion must be devastating to Hezbollah. It must go deep. It must occupy temporarily. It must shatter Hezbollah.

At this point, the Israelis appear to be unrolling a war plan in this direction. They have blockaded the Lebanese coast. Israeli aircraft are attacking what air power there is in Lebanon, and have attacked Hezbollah and other key command-and-control infrastructure. It would follow that the Israelis will now concentrate on destroying Hezbollah -- and Lebanese -- communications capabilities and attacking munitions dumps, vehicle sites, rocket-storage areas and so forth.

Most important, Israel is calling up its reserves. This is never a symbolic gesture in Israel. All Israelis below middle age are in the reserves and mobilization is costly in every sense of the word. If the Israelis were planning a routine reprisal, they would not be mobilizing. But they are, which means they are planning to do substantially more than retributive airstrikes. The question is what their plan is.

Given the blockade and what appears to be the shape of the airstrikes, it seems to us at the moment the Israelis are planning to go fairly deep into Lebanon. The logical first step is a move to the Litani River in southern Lebanon. But given the missile attacks on Haifa, they will go farther, not only to attack launcher sites, but to get rid of weapons caches. This means a move deep into the Bekaa Valley, the seat of Hezbollah power and the location of plants and facilities. Such a penetration would leave Israeli forces' left flank open, so a move into Bekaa would likely be accompanied by attacks to the west. It would bring the Israelis close to Beirut again.

This leaves Israel's right flank exposed, and that exposure is to Syria. The Israeli doctrine is that leaving Syrian airpower intact while operating in Lebanon is dangerous. Therefore, Israel must at least be considering using its air force to attack Syrian facilities, unless it gets ironclad assurances the Syrians will not intervene in any way. Conversations are going on between Egypt and Syria, and we suspect this is the subject. But Israel would not necessarily object to the opportunity of eliminating Syrian air power as part of its operation, or if Syria chooses, going even further.

At the same time, Israel does not intend to get bogged down in Lebanon again. It will want to go in, wreak havoc, withdraw. That means it will go deeper and faster, and be more devastating, than if it were planning a long-term occupation. It will go in to liquidate Hezbollah and then leave. True, this is no final solution, but for the Israelis, there are no final solutions.

Israeli forces are already in Lebanon. Its special forces are inside identifying targets for airstrikes. We expect numerous air attacks over the next 48 hours, as well as reports of firefights in southern Lebanon. We also expect more rocket attacks on Israel.

It will take several days to mount a full invasion of Lebanon. We would not expect major operations before the weekend at the earliest. If the rocket attacks are taking place, however, Israel might send several brigades to the Litani River almost immediately in order to move the rockets out of range of Haifa. Therefore, we would expect a rapid operation in the next 24-48 hours followed by a larger force later.

At this point, the only thing that can prevent this would be a major intervention by Syria with real guarantees that it would restrain Hezbollah and indications such operations are under way. Syria is the key to a peaceful resolution. Syria must calculate the relative risks, and we expect them to be unwilling to act decisively.

Therefore:

1. Israel cannot tolerate an insurgency on its northern frontier; if there is one, it wants it farther north.
2. It cannot tolerate attacks on Haifa.
3. It cannot endure a crisis of confidence in its military.
4. Hezbollah cannot back off of its engagement with Israel.
5. Syria can stop this, but the cost to it stopping it is higherthan the cost of letting it go on.

It would appear Israel will invade Lebanon. The global response will be noisy. There will be no substantial international action against Israel. Beirut's tourism and transportation industry, as well as its financial sectors, are very much at risk.


(c) 2005 Strategic Forecasting, Inc. All rights reserved.

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[Partridge]

Stratfor: Alerts - July 14, 2006

Red Alert: Hezbollah's Motives

Hezbollah's decision to increase operations against Israel was not taken lightly. The leadership of Hezbollah has not so much moderated over the years as it has aged. The group's leaders have also, with age, become comfortable and in many cases wealthy. They are at least part of the Lebanese political process, and in some real sense part of the Lebanese establishment. These are men with a radical past and of radical mind-set, but they are older, comfortable and less adventurous than 20 years ago. Therefore, the question is: Why are they increasing tensions with Israel and inviting an invasion that threatens their very lives? There are three things to look at: the situation among the Palestinians, the situation in Lebanon and the situation in the Islamic world. But first we must consider the situation in Hezbollah itself.

There is a generation gap in Hezbollah. Hezbollah began as a Shiite radical group inspired by the Iranian Islamic Revolution. In that context, Hezbollah represented a militant, nonsecular alternative to the Nasserite Fatah, Popular Front for the Liberation of Palestine, and other groups that took their bearing from Pan-Arabism rather than Islam. Hezbollah split the Shiite community in Lebanon -- which was against Sunnis and Christians -- but most of all, engaged the Israelis. It made a powerful claim that the Palestinian movement had no future while it remained fundamentally secular and while its religious alternatives derived from the conservative Arab monarchies. More than anyone, it was Hezbollah that introduced Islamist suicide bombings.

Hezbollah had a split personality, however; it was supported by two very different states. Iran was radically Islamist. Syria, much closer and a major power in Lebanon, was secular and socialist. They shared an anti-Zionist ideology, but beyond that, not much. Moreover, the Syrians viewed the Palestinian claim for a state with a jaundiced eye. Palestine was, from their point of view, part of the Ottoman Empire's Syrian province, divided by the British and French. Syria wanted to destroy Israel, but not necessarily to create a Palestinian state.

From Syria's point of view, the real issue was the future of Lebanon, which it wanted to reabsorb into Syria, or at the very least economically exploit. The Syrians intervened in Lebanon against the Palestine Liberation Organization and on the side of some Christian elements. Their goal was much less ideological than political and economic. They saw Hezbollah as a tool in their fight with Yasser Arafat and for domination of Syria.

Hezbollah strategically was aligned with Iran. Tactically, it had to align itself with Syria, since the Syrians dominated Lebanon. That meant that when Syria wanted tension with Israel, Hezbollah provided it, and when Syria wanted things to quiet down, Hezbollah cooled it. Meanwhile the leadership of Hezbollah, aligned with the Syrians, was in a position to prosper, particular after the Israeli withdrawal from Lebanon.

That withdrawal involved a basic, quiet agreement between Syria and Israel. Israel accepted Syrian domination of Lebanon. In return, Syria was expected to maintain a security regime that controlled Hezbollah. Attacks against Israel had to be kept within certain acceptable limits. Syria, having far less interest in Israel than in Lebanon, saw this as an opportunity to achieve its ends. Israel saw Syrian domination under these terms as a stabilizing force.

Destabilization

Two things converged to destabilize this situation. The emergence of Hamas as a major force among the Palestinians meant the Palestinian polity was being redefined. Even before the elections catapulted Hamas into a leadership role, it was clear that the Fatah-dominated government of Arafat was collapsing. Everything was up for grabs. That meant that either Hezbollah made a move or would be permanently a Lebanese organization. It had to show it was willing to take risks and be effective. In fact, it had to show that it was the most effective of all the groups. The leadership might have been reluctant, but the younger members saw this as their moment, and frankly, the old juices might have been running in the older leadership. They moved.

The second part of this occurred in Lebanon itself. After the death of former Prime Minister Rafik al-Hariri, outside pressure, primarily from the United States, forced a Syrian withdrawal from Lebanon. Now, do not overestimate the extent of the withdrawal. Syrian influence in Lebanon is still enormous. But it did relieve Syria of the burden of controlling Hezbollah. Indeed, Israel was not overly enthusiastic about Syria's withdrawal from Lebanon for just that reason.

Syria could now claim to have no influence or obligation concerning Hezbollah. Hezbollah's leadership lost the cover of being able to tell the young Turks that they would be more aggressive, but that the Syrians would not let them. As the Syrian withdrawal loosened up Lebanese politics, Hezbollah was neither restrained nor could it pretend to be restrained. Whatever the mixed feelings might have been, the mission was the mission, Syrian withdrawal opened the door and Hezbollah could not resist walking through it, and many members urgently wanted to walk through it.

At the same time the Iranians were deeply involved in negotiations in Iraq and over Tehran's nuclear program. They wanted as many levers as they could find to use in negotiations against the United States. They already had the ability to destabilize Iraq. They had a nuclear program the United States wanted to get rid of. Reactivating a global network that directly threatened American interests was another chip on the bargaining table. Not attacking U.S. interests but attacking Israel demonstrated Hezbollah's vibrancy without directly threatening the United States. Moreover, activities around the world, not carefully shielded in some cases, gave Iran further leverage.

In addition, it allowed Iran to reclaim its place as the leader of Islamic radical resurgence. Al Qaeda, a Sunni group, had supplanted Iran in the Islamic world. Indeed, Iran's collaboration with the West allowed Tehran to be pictured among the "hypocrites" Osama bin Laden condemned. Iran wants to become the dominant power in the Persian Gulf, and one part of that is to take away the mantle of Islamic radicalism from al Qaeda. Since al Qaeda is a damaged organization at best, and since Hezbollah pioneered Islamist terrorism on a global basis, reactivating Hezbollah made a great deal of sense to the Iranians.

Hezbollah's Position

Syria benefited by showing how badly it was needed in Lebanon. Iran picked up additional leverage against the United States. Hezbollah claimed a major place at the negotiations shaping the future of Palestinian politics. It all made a great deal of sense.

Of course, it was also obvious that Israel would respond. From Syria's point of view, that was fine. Israel would bog down again. It would turn to Syria to relieve it of its burdens. Israel would not want an Islamic regime in Damascus. Syria gets regime preservation and the opportunity to reclaim Lebanon. Iran gets a war hundreds of miles away from it, letting others fight its battles. It can claim it is the real enemy of Israel in the Islamic world. The United States might bargain away interests in Iraq in order to control Hezbollah. An Israeli invasion opens up possibilities without creating much risk.

It is Hezbollah that takes it on the chin. But Hezbollah, by its nature and its relationships, really did not have much choice. It had to act or become irrelevant. So now the question is: What does Hezbollah do when the Israelis come? They can resist. They have anti-tank weapons and other systems from Iran. They can inflict casualties. They can impose a counterinsurgency. Syria may think Israel will have to stay, but Israel plans to crush Hezbollah's infrastructure and leave, forcing Hezbollah to take years to recover. Everyone else in Lebanon is furious at Hezbollah for disrupting the recovery. What does Hezbollah do?

In the 1980s, what Hezbollah did was take Western hostages. The United States is enormously sensitive to hostage situations. It led Ronald Reagan to Iran-Contra. Politically, the United States has trouble handling hostages. This is the one thing Hezbollah learned in the 1980s that the leaders remember. A portfolio of hostages is life insurance. Hezbollah could go back to its old habits. It makes sense to do so.

It will not do this while there is a chance of averting an invasion. But once it is crystal clear it is coming, grabbing hostages makes sense. Assuming the invasion is going to occur early next week -- or a political settlement is going to take place -- Western powers now have no more than 72 hours to get their nationals out of Beirut or into places of safety. That probably cannot be done. There are thousands of Westerners in Beirut. But the next few days will focus on ascertaining Israeli intensions and timelines, and executing plans to withdraw citizens. The Israelis might well shift their timeline to facilitate this. But all things considered, if Hezbollah returns to its roots, it should return to its first operational model: hostages.


(c) 2005 Strategic Forecasting, Inc. All rights reserved.

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[Partridge]

Stratfor: Alerts - July 15, 2006

Special Report: Getting Ready

We are now in the period preceding major conventional operations. Israel is in the process of sealing the Lebanese coast. They have disrupted Lebanese telecommunications, although they have not completely collapsed the structure. Israeli aircraft are attacking Hezbollah's infrastructure and road system. In the meantime, Hezbollah, aware it is going to be hit hard, is in a use-it or-lose-it scenario, firing what projectiles it can into Israel.

The Israeli strategy appears to be designed to do two things. First, the Israelis are trying to prevent any supplies from entering Lebanon, including reinforcements. That is why they are attacking all coastal maritime facilities. Second, they are degrading the roads in Lebanon. That will keep reinforcements from reaching Hezbollah fighters engaged in the south. As important, it will prevent the withdrawal and redeployment of heavy equipment deployed by Hezbollah in the south, particularly their rockets, missiles and launchers. The Israelis are preparing the battlefield to prevent a Hezbollah retreat or maneuver.

Hezbollah's strategy has been imposed on it. It seems committed to standing and fighting. The rate of fire they are maintaining into Israel is clearly based on an expectation that Israel will be attacking. The rocketry guarantees the Israelis will attack. Hezbollah has been reported to have anti-tank and anti-air weapons. The Israelis will use airmobile tactics to surround and isolate Hezbollah concentrations, but in the end, they will have to go in, engage and defeat Hezbollah tactically. Hezbollah obviously knows this, but there is no sign of disintegration on its part. At the very least, Hezbollah is projecting an appetite for combat. Sources in Beirut, who have been reliable to this point, say Hezbollah has weapons that have not yet been seen, such as anti-aircraft missiles, and that these will be used shortly. Whatever the truth of this, Hezbollah does not seem to think its situation is hopeless.

The uncertain question is Syria. No matter how effectively Israel seals the Lebanese coast, so long as the Syrian frontier is open, Hezbollah might get supplies from there, and might be able to retreat there. So far, there has been only one reported airstrike on a Syrian target. Both Israel and Syria were quick to deny this.

What is interesting is that it was the Syrians who insisted very publicly that no such attack took place. The Syrians are clearly trying to avoid a situation in which they are locked into a confrontation with Israel. Israel might well think this is the time to have it out with Syria as well, but Syria is trying very hard not to give Israel casus belli. In addition, Syria is facilitating the movement of Westerners out of Lebanon, allowing them free transit. They are trying to signal that they are being cooperative and nonaggressive.

The problem is this: While Syria does not want to get hit and will not make overt moves, so long as the Syrians cannot guarantee supplies will not reach Hezbollah or that Hezbollah won't be given sanctuary in Syria, Israel cannot complete its mission of shattering Hezbollah and withdrawing. They could be drawn into an Iraq-like situation that they absolutely don't want. Israel is torn. On the one hand, it wants to crush Hezbollah, and that requires total isolation. On the other hand, it does not want the Syrian regime to fall. What comes after would be much worse from Israel's point of view.

This is the inherent problem built into Israel's strategy, and what gives Hezbollah some hope. If Israel does not attack Syria, Hezbollah could well survive Israel's attack by moving across the border. No matter how many roads are destroyed, Israel won't be able to prevent major Hezbollah formations moving across the border. If they do attack Syria and crush al Assad's government, Hezbollah could come out of this stronger than ever.

Judging from the airstrikes in the past 24 hours, it would appear Israel is trying to solve the problem tactically, by degrading Lebanese transport facilities. That could increase the effectiveness of the strategy, but in the end cannot be sufficient. We continue to think Israel will choose not to attack Syria directly and therefore, while the invasion will buy time, it will not solve the problem. Hezbollah certainly expects to be badly hurt, but it does not seem to expect to be completely annihilated. We are guessing, but our guess is that they are reading Israel's views on Syria and are betting that, in the long run, they will come out stronger. Of course, Israel knows this and therefore may have a different plan for Syria. At any rate, this is the great unknown in this campaign.

The other unknown is the withdrawal of Western nationals from Lebanon. We have received very reliable reports from sources in Lebanon who assure us Hezbollah does not intend to renew hostage taking, which is deemed an old and nonproductive strategy. These same sources have reported splits in Hezbollah over how aggressive it should be. We believe Hezbollah has no current plans for hostage taking. We are not convinced, however, that in the course of the battle it will not change its mind, or that with weakened central control elements, elements of Hezbollah will take hostages as a bargaining chip. Regardless of what Hezbollah is saying now, hostage taking must be taken seriously as a possibility.

The U.S. Embassy in Beirut is now saying plans are being developed in concert with the U.S. Defense Department for extracting U.S. nationals from Lebanon. A convoy scheduled to travel from the American University of Beirut to Amman, Jordan, via Syria, was cancelled at the last moment, with participants being told that the embassy has other plans.

There are said to be 25,000 U.S. citizens in Lebanon, but many of these are Lebanese-American dual nationals who actually live in Lebanon as Lebanese. These are less visible, less at risk and have greater resources for survival. The most at-risk Americans are those who hold only U.S. papers and are clearly American, such as employees of American companies, students studying at Lebanese universities and tourists. There is no clear count of these high-risk nationals, nor is there a count on high-risk nationals from other non-Islamic countries. There are thousands, however, and getting them out will be difficult.

The U.S. Embassy is considering flying them to Cyprus. That would mean an air bridge from Beirut International Airport, where a single runway has been opened, to Cyprus, a short flight away. The United States will not do this while Beirut is under attack, so it will ask the Israelis to create a safe zone and air corridor during the evacuation. But the threat on the ground is real, and we suspect the United States will send troops in to secure the perimeter and surrounding areas against shoulder-launched missiles. They will also keep the precise timing secret, although thousands of people in Lebanon -- the evacuees -- will know it is coming.

There was a Marine Expeditionary Force on maneuvers in the Red Sea a few days ago. We do not know where they are now, but they had 2,200 marines on board -- the right number to secure extraction. We suspect aircraft will be chartered from airlines in the region and that some U.S. Air Force and allied aircraft might also be used. Doubtless, the United States is busy organizing it. Given that the United States cancelled several ad hoc withdrawals, it must be highly confident it has the process nailed; we would expect this operation to get going sometime Sunday. Assuming aircraft that can carry any average of 200 people (purely arbitrary), 50-100 flights could get everyone out -- assuming that everyone can be notified and can get to Beirut International Airport. That won't happen. The remainder who are at risk will probably be advised to move into Christian areas east and northeast of Beirut and to keep their heads down for the duration. It is also possible that discussion of Cyprus notwithstanding, the path will be through Syria, but we doubt that.

In the meantime, that Israel has not sent major ground units into Lebanon yet (lots of small units are operating there) but is taking rocket attacks and hunkering down indicates it does not plan to act piecemeal. If we were to guess, the main thrust would likely begin late Sunday night or Monday morning. They will be ready by then. Of course we are not privy to Israeli operations, so it could be delayed 24-48 hours to give forces a chance to gear up. But given the Hezbollah bombardment, the Israelis are under pressure to move sooner rather than later.

We are in a relatively quiet spell (emphasis on quiet). Both sides have made their strategic decisions. Both know how the war will be fought. Hezbollah thinks it can give as good as it will get for a while, and will ultimately be able to regroup for a guerrilla war against the Israelis. Israel thinks it can immobilize and crush Hezbollah quickly and decisively and will be able to withdraw. Both sides know Syria is the wild card, and neither is quite sure how it will play its hand. One side is wrong in its expectations about the outcome. That's the nature of war.

(c) 2005 Strategic Forecasting, Inc. All rights reserved.