Tom Ricks thinks the administration's patience has run dry and that a "rollup of ISI agents in Afghanistan" will commence soon. The telltale signs:
This would be done quietly, if possible, so the public signs would be reactions such as the kidnapping of Indian officials in Afghanistan, or bombing the Indian embassy again....Shorting Pakistan is kind of a no-brainer: In the long one, which is the better ally to have, India or Pakistan?
Yes, but if Pakistan is uncooperative now, how much less so will they be after they're shorted?