Cnet: Yahoo shutters enterprise software division

Yahoo is shuttering its enterprise software division and has laid off an undisclosed number of employees as a result.
The division, which Yahoo formed to sell versions of its Web software to large corporations, will meld its operations into Yahoo’s consumer counterparts. Yahoo will continue to sell products formerly under the division’s oversight, but different management will run these sales efforts. That means that products such as Yahoo’s corporate instant-messaging service will fall under the control of managers who run the free consumer service. (full story)

My spin: So does this mean companies are shrinking back from buying enterprise communication products. OR does it mean that others are supplying those needs – others like web developers and etc?