Equally misleading, say Pakistani officials, is the claim in Pakistani media that Davis' victims had been "ordinary men", or even as "robbers," as the State Department has suggested. "They were from the ISI," says a government official, referring to Pakistan's military intelligence agency. It isn't clear, the official says, whether they were full paid-up agents or local informants. The two men had been tasked with tailing Davis, Pakistani officials say. "
He had been traveling to Waziristan and meeting with people that the army doesn't approve of," says a Pakistani official, implying that Davis had met with Pakistani militants. While U.S. contractors and intelligence agents operate in Pakistan with the military's approval and often in cooperation, it insists they operate within strictly circumscribed parameters. Davis, according to some Pakistani accounts, had crossed a red line, and was being shadowed in a crude effort at intimidation
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Why the Fate of a U.S. Diplomat Could Bring Down Pakistan's Government - TIME