At this point no body is sure what it could mean. This whole forum is just a databank of speculation created to help allay our worries and keep us hopeful until late april/early may.
Though I do agree that a "budget email" is likely a great indicator that you will receive a Boren Award or be named an alternate (as per the data and organized in cm's spreadsheets collected during the previous years). But until Boren sends out final letters nobody will know anything for sure.
Just think of this as Group Therapy for Boren applicants. Like I said the application process was hell so a debriefing is all the more necessary to help us deal with the rejection that statistically is very high for each individual applicant.
Funny side-note, my girlfriend kept on calling it the "Boring Fellowship" because every time I tried explaining to her what it's about she would always get bored, drift off and want to change the subject,lol.