My chain of reasoning is: article announces compromise of American networking gear --> Cisco is major American networking gear vendor --> CSCO may suffer can

My chain of reasoning is: article announces compromise of American networking gear --> Cisco is major American networking gear vendor --> CSCO may suffer cancelled orders because of this Not 100% certain or anything, but it's a big canary that's trivial to watch. Remember, they didn't actually have to do anything, just suffer from market fears.