Stop beating around the bush, and just point me to where you got the info that all these guns were untracked.
Heck, even Dodson in the testimony you just linked says they were ordered to "watch, track and note". Just not act. Apparently, the ATF was indeed tracking. So much for an admission.
I'll tell you this much: If they were indeed all untracked, it's definitely criminal. If they were tracked and some got lost, then it's still negligent, and somebody should pay, although it's somewhat understandable that these things happens in operations of this scope. Which is why, personally, I think operations like this just shouldn't be on the table to begin with, because the risk is indeed a Border Patrol agent dead using American guns.
I'll be the last to defend Holder. He's a politician, and much like all of them, he will lie. That said, there's no color here. If the narrative is "Holder lied, people died", to exploit on a political basis, much like Issa has done, we can apply that to a lot of red team members as well.
Lastly, and I say this sadly, I personally don't think this has the political weight you assign to it, at all. November will be very likely decided by the state of the economy. Jobs, etc. As it normally is.