Speculation that Yahoo! could chase a Netflix acquisition has erupted today, in the aftermath of the web company's new CEO Scott Thompson hinting at changes in content and media yesterday. "I wouldn't be surprised if there were some big moves on the content side, to make Yahoo! a more compelling destination for consumers" Piper Jaffray's Gene Munster told CNBC in a segment you can see after the cut. "In the back of my mind, I wonder if they buy Netflix, that would make a lot of sense."