Editor's Note: This article was originally published at 7:38 a.m. EDT on Real Money on Sept. 24. To see Jim Cramer's latest commentary as it's published, sign up for a free trial of Real Money.NEW YORK ( Real Money) --It's time to talk about the way this business really works, instead of how some less experienced players think it works. I hadn't thought much of Apple's ( AAPL) new phones going into last week's launch, because I had read the Wall Street research that said the new models weren't going to sell well. I had no reason to disagree with that view. The analysts were certainly closer than I was. They follow Apple for a living. The three downgraders -- analysts from UBS, Credit Suisse and Bank of America Merrill -- all said they were disappointed with the phones and the pricing. So I figured they must be disappointing. But then, last week, The New York Times' David Pogue and a number of other assembled opinion-makers -- who collectively do determine what we buy and don't buy -- came out and said, "Buy." So I changed my mind. Said so immediately. Many of these critics had become wholesale enthusiasts for Samsung's phones. No more. Now, in politics you can't switch like that. You will be labeled a flip-flopper. Your base will throw you out. You will lose in the primaries. Your party will not support you in the general election. You will most likely have committed political suicide. But, in this business, if you stay negative in the face of those critics' glowing reports, you will lose money. There is no political base. There is no primary. There will be no general election. There is no flip-flop. Something has occurred that you could not have gamed: The critics really like the phone. The key to nailing these last 30 points in Apple was to change your mind immediately on the stock, recognizing that the critics, not the analysts, were in control. That's what a good trader does. He or she seizes that moment and recognizes that the three downgraders were wrong because the phones were better than they had thought. All of their checks and approximations were wrong. Their presumptions were wrong. Because they didn't recognize the greatness of either the new operating system or of the phone itself. Or, more important, they didn't understand how powerful the critics could be. They didn't recognize that the phone was good enough to charge a premium for, which was the underlying notion of the comments by the critics.