Dubai, United Arab Emirates ? About 18 months before the Egyptian uprising that would doom Hosni Mubarak, a U.S. diplomatic cable was sent from Cairo. It described Mubarak as the likely president-for-life and said his regime’s ability to intimidate critics and rig elections was as solid as ever.

Around the same time, another dispatch to the State Department came from the American Embassy in Tunisia. In a precise foreshadowing of the revolts to come, it said the country’s longtime leader, Zine el-Abidine Ben Ali, had “lost touch” and faced escalating anger from the streets, according to once-classified memos posted by Wikileaks.

So what was it? Was America blindsided or bunkered down for the Arab Spring?

The case is often made that Washington was caught flatfooted and now must adapt to diminished influence in a Middle East with new priorities. But there is an alternative narrative: that the epic events of 2011 are an opportunity to enhance Washington’s role in a region hungry for democracy and innovation, and to form new strategic alliances.

There is no doubt that Washington was jolted by the downfall of its Egyptian and Tunisian allies. The revolutions blew apart the regimes’ ossified relationships with the U.S. and cleared the way for long-suppressed Islamist groups that eye the West with suspicion.

But declaring a twilight for America in the Mideast ignores a big caveat: The Persian Gulf. There are deep U.S. connections among the small but economically powerful and diplomatically adept monarchies, emirates and sheikdoms, which so far have ridden out the upheavals and are increasingly flexing their political clout around the Arab world.

The Gulf Arabs and America are, in many ways, foreign policy soul mates. Both share grave misgivings about Iran’s expanding military ambitions and its nuclear program. The Gulf hosts crucial U.S. military bases — including the Navy’s 5th Fleet headquarters in Bahrain — and is an essential part of the Pentagon’s strategic blueprint for the Mideast after this year’s U.S. withdrawal from Iraq.

In summary: America’s influence took blows from the Arab Spring, but also remains hitched to the rising stars in the Gulf.

“America has lost the predictability of friends like Mubarak,” said Sami Alfaraj, director of the Kuwait Center for Strategic Studies. “But, at the same time, its allies in the Gulf are on the rise. So I would call it a shuffle for America. Maybe a step back in some places, but not in others.”