Y'know, I think this was more of a Sony thing, actually.
I think they think that they need a really "popular" villain to make their franchise have the fire that Iron Man has (which, as most decisions made by executives do, misses the point)I think it had a bit to do with Raimi's not wanting to tow the company line, and this being seen as stalling. They do have to do something with the property after all, or the rights revert back to Marvel, and they can't have that now that Marvel is a real force to be reckoned with. Also I get the feeling that they are trying to learn from Marvel's success, and now see the current iteration of Spider-Man as old and tired, and needing a revamp.
What I would really like to see of course is Marvel get back the rights to the X-Men and Spider-Man and the Fantastic 4, and make halfway decent movies out of them. But I will reserve my true wishing for this to happen until after I've seen the rest of the Avenger-family movies. I think seeing Iron Man 2, Thor and the Captain America Movie will be the true litmus test as to how awesome Marvel Studios truly is. I mean Iron Man was great, but we can't judge them on that one movie alone.
But I think SPider-Man is still waiting for the right treatment and the right director. I just don't think Raimi was really the guy.