At American Banker's quarterly roundtable, analysts said bank stocks could recover later this year - once investors lose interest in dot-com stocks. Participants were Frank Barkocy of Keefe Managers, Michael Plodwick of Lehman Brothers Inc., Carla D'Arista of Friedman Billings Ramsey & Co., and Andrew Collins of ING Barings.

Rising rates have hurt banks' margins and their stocks. Will this continue?

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