Pretty confident. The fact that we're getting a new writer is a good thing, especially since it's Vanderbilt. The emphasis on characters with there only being two villains is also a good thing.
I think Harry's death and Gwen's introduction open up a lot of story possibilities for the next movie, plus I'm looking forward to seeing the Lizard in live action.
The only reservation I have is that Raimi may not direct, not because I think that Raimi is the only director capable of making a good Spider-Man film but because I'm hesitant about shackling a new director to the old one's vision. Historically, changing directors within the same continuity has never been good for a superhero series.
Other than that, though, I'm anticipating SM4.