[U-Boot] Missing ethernet

I'm trying to update U-boot on my board from v2011.06 to v2011.12 It's an OMAP 3530, much like the BeagleBoard, with SMSC911x networking. U-Boot is working fine on this board, but when I boot Linux, it can no longer find the SMSC device. If I boot the same kernel with the older U-Boot, the SMSC device works perfectly.

I've looked through the 'bootm' path and I can't see what might have changed that would cause such behaviour. As far as I can tell, everything else is working in Linux with the new U-Boot, just not the SMSC device.

Any clues?

Thanks