To speculate: For connections that utilize NAT devices, NSA probably has analysis tools designed to attempt segregation of network traffic on a per-user basis.<p>Browser string, viewed content, frequency and magnitude of access, user authentication cookies, and ad-tracking cookies all would be tremendously helpful for this purpose.<p>Also, I'm betting they can easily tell when specific computers on a network are powered on or not based on fixed-interval network traffic from anything that polls regularly, such as anti-virus, news readers, mail clients and background updater services.<p>All of the above could aid in painting a more complete per-user picture behind the NAT, without actually having to compromise the local network or individual computers in question.