Earlier quoted context omitted.
'the author' (Bruce Schneier) is right a lot.
He suspects China or Russia as the likely culprit. What exactly rules out an American agent? Is it because American economic and social activity rely disproportionately on internet backbones more so than other state actors? If so, that would be especially interesting.
What exactly rules out America? NSA wants to see how an attack might unfold, or wants to see how to actually shut things down in case of insurrection, a coup, or pitchforks. Does some hard probing. Things get bad, and companies call in ... the NSA, who then get to do unfettered battle damage assessment.