Can't vouch for the validity of this, but someone on www.physicsgre.com posted the following:
"On a positive note, Linda Young from DOE gave a talk at the APS March Meeting last week and she said they're planning to give out closer to 160 of these fellowships, up from the 80 I had heard originally quoted."
If this is true, our odds just went up. I just want to know whether I got it or not so that I can move on and plan accordingly.