Caved? I don't think so. It seems to me that there is really not much to say at this point, so they did not say much. This is a game of poker, and it won't do to show your cards, even to NRA members. Remember that movie, Bowling for Columbine? Good old Mike Moore paid for a lifetime membership in the NRA as one of his tricks. He probably still has it, and I have no doubt that he and many other anti-gunners pay very close attention to everything put out by the NRA, whether it is for public consumption or not.
Oh, and the Sidwell Friends school where the Obama girls attend has, I believe, 17 full-time armed guards on campus. The Obamas have their own additional SS detail too. The NRA was not referring to them.