Here's a paragraph from Stratfor's latest update:
Interesting - 2C

Abu Musab al-Zarqawi, the leader of the Sunni jihadist organization operating in Iraq, is dead -- killed by Americans. On his death turns the answer to the question posed above: whether the Sunnis are prepared to rein in the insurgency. Two very different explanations for al-Zarqawi's death are possible. To be more precise, the manner in which al-Zarqawi died -- whether by a bomb or a bullet -- is much less important than how the Americans got the intelligence about his location. If it was the result of a free-standing American intelligence operation that managed to subvert someone close to al-Zarqawi, then his death, while important, has no lasting political significance. On the other hand, if the intelligence was provided to the Americans by senior Sunni officials, then al-Zarqawi's death is an indication that the political deal that created the Iraqi government is being translated into concrete actions to bring the violence under control.