We can only speculate, which I am told is godly ...
They have a duty to be transparent and honest with us, and I doubt that they "change their story" as you suggest. It is in the realm of the possible, but I would not do that in their situation.
I find the narrative that we have pieced together to be most likely: 1), the committee is in the process of reviewing, 2) a few applicants have been contacted because one or more members of the committee believe that they can make a more informed rating of the candidate with additional information, and 3) the committee will meet to throw our apps down the stairs at the end of the month.
Besides the trust that I have for people to do the right thing and the reasonableness of this explanation, I believe that Stanford may follow a similar, logical system. 1st, some on this board report recent interviews.
Second, i just contacted STANFORD. She said that (presumably all) decisions will be communicated by e-mail and mail by the 15th. That's this week, pretty much. It seems to follow a similar process to Yale, only two weeks earlier; you may recall that the application deadlines were approximately two weeks apart.
Good luck!