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A related report was published (see www.newmillenniumresearch.org/archive/Sullivan_Report_032608.pdf )
discussing this very issue.
More Americans are switching to cell for emergency use or business and more people are ditching their landlines.
Especially in lower income groups people are more likely to rely on (prepaid) cell phones. Prepaid cell phones are proving to be a cost effective way of running small businesses and just generally staying in touch.
Added to this is the emergence of programs like SafeLink wireless, where people receive subsidized Tracfones if they qualify, based on income.
This certainly pushes the balance even further towards cell phone only households.