Maybe it's this talk that capping IIN.ax atm:
http://www.thebull.com.au/articles_detail.php?id=9437
SELL RECOMMENDATIONS
iiNet (IIN)
Competition remains strong for ADSL2+ customers. Optus, TPG and Telstra are now offering more competitive pricing. Expect competition to put downward pressure on ADSL prices. As a result, east coast expansion may slow in 2010.