According to this CNet article, users are buying higher end machines... at least based on the limited evidence from the last 3 months of 2001:
Many consumers have been purchasing desktops with memory allotments of 256MB or more and hard drive sizes of 60GB to 80GB or even more. The buyers often paired those features with flat-panel displays--which doubled in sales in 2001--wireless networking equipment, and DVD recordable drives. At retail, sales of notebooks, more expensive than desktops, are also on the rise.
Sounds like an iMac... :)