This makes alot of sense... There had been some previous speculation that the review committees would be re-reviewing applications to determine who would receive additional awards. I doubt this could happen, as my research indicates that the review process is so involved and requires so much administrative support that it's unlikely they could have put anything together between the announcement of stimulus funds and the notification of awards. Further, as the post above mentions, all of the applications should already have a numeric score, and thus it should be quite easy to determine who will receive additional awards - given a funding level. If this is the case, it would seem to indicate that there exists a real possibility that a significant number of the remaining ~2000 applicants will actually receive an award, and the cause of the delay is truly a funding level question in which a large portion of the remaining applications receiving an award is a viable option. Otherwise one would expect that they would have applied a numeric cut-off at some value and kicked a chunk of the limbo folks an HM.