In fact PCs were bought as minicomputer replacements after their performance caught up, and that is the classic disruption pattern. The difficulty of netbooks penetrating the corporate environment isn't just performance, it's also a combination of the desktop form and the support that corporations want.
Soon, netbook performance will become comparable with laptops, but that alone won't make Microsoft's empire fall. In time it is likely that the same commoditization happens to the corporate market. It just won't be with netbooks, and not as fast as Eric Raymond would like.