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NEW YORK ( TheStreet) -- Investors don't have to wait for next week's Olympics to catch a good game of volleyball, Jim Cramer told "Mad Money" viewers Wednesday. Cramer gave four examples of how "rotation" really works as the markets spiked one to the bears. Rotations happen when sectors get beaten down too far, said Cramer -- so far that even bad news can send stocks higher. That's what happened Wednesday with EMC ( EMC), a company that only reaffirmed its guidance but was able to pop its shares 9.4%. That was enough to send cloud stocks like Salesforce.com ( CRM) and F5 Networks ( FFIV) higher as well. Intel ( INTC) was another rotation story, said Cramer, as this company was light on earnings but was upbeat on its fourth-quarter outlook. That news was enough to rally the stock along with shares of Microsoft ( MSFT), Skyworks Solutions ( SWKS) and other tech names. Outside of tech, shares of Stanley Black & Decker ( SWK) initially dropped when that company reported, but after doing their homework the buyers swooped in to take the stocks higher by the close thanks to stronger home sales. Honeywell ( HON) was also a market highlight, said Cramer, as shares spiked despite European skepticism. Cramer said as money was rotating into the beaten-down technology and industrial sectors, it was also rotating out of the financials after Bank Of America ( BAC) reported another weaker quarter. Cramer concluded by saying that markets are stronger than you might think, and many CEOs are becoming increasingly optimistic. How long this rally will last however, will still likely hinge on the next European bond auction.