Ignatius in the WaPo, here.
"... The most important finding of the NIE isn't the details about the scope of nuclear research; there remains some disagreement about that. Rather, it's the insight into the greatest mystery of all about the Islamic republic, which is the degree of rationality and predictability of its decisions. For the past several years, U.S. intelligence analysts have doubted hawkish U.S. and Israeli rhetoric that Iran is dominated by "mad mullahs" -- clerics whose fanatical religious views might lead to irrational decisions. In the new NIE, the analysts forcefully posit an alternative view of an Iran that is rational, susceptible to diplomatic pressure and, in that sense, can be "deterred." 
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