I don't really understand where the term "Walmart disease" comes from. Certainly, Walmart is not an exciting company but it's far from poorly managed. The fact that it's stock has been in a holding pattern for a few years does not mean that it's future is bleak.

Walmart as a company has incredible focus at their core competency. It may be true that they've come close to saturating their market but they still do what they do better than anyone else. Microsoft has saturated their core markets, are losing ground in their core business, and have no idea where they're going to go in the future. But hey if they throw enough money at everything they might hit something...

The one thing they do have going for them is that they still have an incredibly smart collection of engineers. If they somehow find a way to get some leadership at the top, they could turn it around much the way Apple was able to turn it around once Jobs retook the reins.