Undermining the security of a company that supplies a large part of the internet with its connectivity is the dumbest thing that we have seen so far, folks will simply not take the risk of having trojaned equipment and a successful US company will be severely damaged at the whim of some faceless manager at the NSA who are it seems despite having massive amounts of computing power at their disposal unable to compete with modern security mechanisms and so have decided to rig the game in their favour.
One of the golden rules in intelligence work is never to burn your sources, its seems cisco can burn while the folks that ordered this operation sit back in the shadows.