One of the guys I work with was buying a ride-to-work Kaffenback from planet-X this week. He'd ordered it and Planet-X rang to say that they couldn't supply since they had jsut been given a surprise 20% increase in all shimano prices.
This could be some form of company BS or a early sign of more expensive 2012 shimano (given the exchange rate with the yen I wouldn't be surprised).

