Some observers think that he doesn't care anyway since so much of the World's IT industry uses Oracle technology in one way or another - but wait. As far as I can tell so far, Workday doesn't. If that's true for any significant proportion of SaaS providers, if it catches on, it might give Oracle a thing or two to worry about.
I don't pretend to know all the ins and outs, but we are in interesting times in the software industry (well they are interesting to me, but maybe I'm just a sad geek).