There are around 110 million households in the USA according to a quick google search. He's saying only 40% have a console, or 44 million. But... PS2 sales alone are 50 million in America, maybe 45 million in USA (90%)?
Given that the Wii has expanded the audience from the last generation, I doubt only 40% of households have a console.
My Mario Kart Wii friend code: 2707-1866-0957