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The Bottom Line
The good news for the Pakistanis — and others interested in maintaining the status quo — is that the ongoing jihadist insurgency and the political turmoil are unlikely to lead to the collapse of the state. The structure of the state and the nature of Pakistani society is such that radical Islamists, though a significant force, are unlikely to take over the country.
On the other hand, until the army successfully cleans up its intelligence system, suicide bombings are likely to continue across the country. Much more significant, the Pashtun areas along the Afghan border will be ungovernable. Pashtun jihadists and their transnational allies on both sides of the Durand Line will continue to provide mutual benefit until Pakistan and NATO can meaningfully coordinate their efforts.
Imposing a military solution is not an option for the Pakistanis or for the West. Negotiations with the Taliban in the short term are not a viable alternative either. Therefore, a long-term insurgency, which is confined to the Pashtun areas on both sides of the Afghan-Pakistani border, is perhaps the best outcome that can be expected at this time.