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"HD-capable flat screen TVs were number one with a bullet among all population subgroups with
35% of mentions. Interestingly, most of those HD sets will not deliver true HD to their owners, as only 2% also intend to get a HD box from their cable or satellite company (ranked at #20 on the list)."

Without knowing how the survey was taken and what options were given it's hard to say anything for certain, but this seems to back the arguement that people just want big flat screens and many don't really care if they'll actually get HD or not.  Instead of HDTVs sold, a better indicator of HD penetration would be numbers from cable/satellite providers.