This CNet article discusses the upcoming market situation regarding LCD monitors:
Bruce Berkoff, executive vice president at LCD maker LG Philips LCD, said that he's been predicting a shortage for some time and sees it as part of a cycle that consists of two-year periods of oversupply and two-year periods of shortage, causing price fluctuations. Berkoff anticipates an industrywide shortage as early as mid-2002 that will last through 2003
If shortages do come, that may affect Apple's ability to keep up with iMac demand.