I like CNN's take on the story: http://edition.cnn.com/2015/12/18/politics/juniper-networks-... Obviously it must be either Russia or China - NSA couldn't possibly be responsible ;)
It can't be NSA agents who caught intercepting network gear from Cisco Systems as it was being shipped to a customer (as revealed by snowden) it is highly unlikely they infected juniper networks as well.
Much like the difference between forcing sites to hand over SSL certs and breaking SSL, there's a gulf between compromising hardware that you have physical access to and compromising the software stack at the source.
In this case I wouldn't be surprised if that turned out to be the narrative, but the "NSA can accomplish anything" position is a narrative that plays into their favor.