There is no shortage of industry experts, polls, and surveys touting the importance of technology in banking. But equity analysts have been relatively quiet on the issue. Apart from cost-cutting initiatives, questions about technology applications and investments don't neatly fit into spreadsheet analyses or traditional research reports.

That appears to be changing. CS First Boston Corp., for example, recently released a report, entitled "Separating the Winners from the Losers in the Banking Industry," in which technology is the separating factor.

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