It looks like, at least tentatively, COTS-D (or something resembling it) is moving forward using some of NASA’s “stimulus” funding, though more money would be nice. As Charles Lurio notes in comments over there, this is sort of a stalling tactic to make some progress until they decide what to do with Constellation.

[Update late afternoon]

Rob Coppinger says that NASA tells us not to get our hopes up.