Michael Ledeen published a must-read analysis:
To start with, the BBC, long considered a shill for the regime by most Iranian dissidents, estimates between one and two million Tehranis demonstrated against the regime on Monday. That’s a big number. So we can say that, at least for the moment, there is a revolutionary mass in the streets of Tehran. There are similar reports from places like Tabriz and Isfahan, so it’s nationwide.
For its part, the regime ordered its (Basij and imported Hezbollah) thugs to open fire on the demonstrators. The Guardian, whose reporting from Iran has always been very good (three correspondents expelled in the last ten years, they tell me), thinks that a dozen or so were killed on Monday. And the reports of brutal assaults against student dormitories in several cities are horrifying, even by the mullahs’ low standards.
What’s going to happen?, you ask. Nobody knows, even the major actors. The regime has the guns, and the opposition has the numbers. The question is whether the numbers can be successfully organized into a disciplined force that demands the downfall of the regime. Yes, I know that there have been calls for a new election, or a runoff between Mousavi and Ahmadinezhad. But I don’t think that’s very likely now. The tens of millions of Iranians whose pent-up rage has driven them to risk life and limb against their oppressors are not likely to settle for a mere change in personnel at this point. And the mullahs surely know that if they lose, many of them will face a very nasty and very brief future.
If the disciplined force comes into being, the regime will fall.