Whereas it may well be advisable to avoid wrangling with Oracle's lawyers under any circumstance - and IANAL - there's an interesting legal principle here.
Courts can bind a company to a contract made without the company's authority by one of its employees acting as its agent, but the contracting party has to have a reasonable belief that the employee was acting with the authority required. That reasonable belief depends on, for example, the employee's job title, the nature of the order and how the order was placed. If a catering supervisor signs a contract for an executive jet, the aircraft company is probably not going to be able to rely on their apparent authority. If someone claiming to be the managing director of Google calls from a withheld number and orders the same jet without any other form of corroboration, it would be difficult to hold Google to the contract. If someone calls up a stationery supplier and places an order for 2 years worth of copier paper using a company credit card, the company could probably be made to take delivery and pay because the simple possession of the card implies authority.
Oracle might have a good argument that an individual downloading a software package that was clearly labelled as being chargeable could result in their employer being liable for the individual's use of the software. It's a much harder argument to make that a random individual is likely to have the power to bind the company to a licence calculated on the company's total number of employees. That's something you would reasonably expect to be reserved to a senior executive so the threshold for "apparent authority" would presumably be higher. There's a bit of UK case law that's relevant:
If a person dealing with an agent knows or has reason to believe that the transaction is contrary to the commercial interests of the agent’s principal, it is likely to be very difficult for that person to assert with any credibility that he believed that the agent had apparent authority, and lack of such a belief would be fatal to a claim that he did.
Not that I expect to see it ever come to court...