Stage One of the jihad was to drive the infidels from the lands of Islam; Stage Two--to bring the war into the enemy camp, and the attacks of 9/11 were clearly intended to be the opening salvo of this stage. The response to 9/11, so completely out of accord with previous American practice, came as a shock, and it is noteworthy that there has been no successful attack on American soil since then. The U.S. actions in Afghanistan and in Iraq indicated that there had been a major change in the U.S., and that some revision of their assessment, and of the policies based on that assessment, was necessary.
More recent developments, and notably the public discourse inside the U.S., are persuading increasing numbers of Islamist radicals that their first assessment was correct after all, and that they need only to press a little harder to achieve final victory. It is not yet clear whether they are right or wrong in this view. If they are right, the consequences--both for Islam and for America--will be deep, wide and lasting.
With too many American Nancy Boys talking about a Plan B ("B" for "bug out") in Iraq, our jihadi enemies may well be able to dust off their Plan A for establishing the global caliphate in the wake of our retreat and defeat.