Yeah, I'm bummed.
I don't like Marvel's characters for the most part, so I don't find it too distressing. They were talking about it on G4 the other night, though, and made a few good points:
Comic division probably won't change.
Marvel was paying for all of their own movies. Thor is supposed to start filming in January and they may have been to cash poor to pay for it...
Iron Man, since it was pretty successful, with carry on. Otherwise, we'll have to wait and see on the other movies in the queue. Movies like Thor or the Avengers might get cancelled with Disney on board since there isn't a big built-in audience for them like there was for Spiderman.