I couldn't find any reference he made to the specifics of home lighting.
The fact is home lighting is such a small fraction of American use of electric power that it really isn't worth discussing. The really big users of lights are department stores, shopping malls, schools, public buildings, offices, factories, warehouses ~ etc. and they've ALL been lit up with fluorescent lighting for most of a century. Highway and parking lot lighting are bigger consumers of electric power than home lighting ~ and there a wide variety of non-incandescent systems are normal.
The whole business of replacing home incandescent lights with some other form of light was just propaganda and to enable environmental activists feel they'd be "doing something" that hadn't already been done by hard core capitalist investors who owned factories!
You make some excellent points. There is probably a study that indicates home lighting as a reasonable part of the electrical grid just because there are millions of homes. If one assumes rational consumers, CFLs and other less energy intensive technology will be utilized appropriately regardless of government mandates. The mandates only force irrational usage.